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Technology Stocks : LSI Corporation

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To: Hightechhooper who wrote (13917)7/27/1998 5:43:00 PM
From: Keith Monahan  Read Replies (1) of 25814
 
Regarding 4th quarter EPS, I believe Wilf indicated in the conference call that he was hoping revenue growth would offset the decline in margins due to Gresham. He did not give me the impression that this revenue growth would lead to a higher EPS in Q4.

I would be happy if they made .23 in Q4, however the real story to me is 1999, and I think the stock price will begin to reflect expectations for 1999 sooner rather than later.
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