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Technology Stocks : LSI Corporation
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To: FuzzFace who wrote (13986)7/30/1998 8:10:00 PM
From: thomas hayden  Read Replies (1) of 25814
 
A question about Wilf's comments at the RS conference. The quote was "I'm convinced there is a handful of hedge funds with one trick up their sleeves. Their one trick is to short LSI based on Playstation rumors. But I've got bad news for them, Playstation accounts for less than 10% of our revenues."

I'm just trying to read between the lines here, but is Wilf trying to set us up for the news that LSI won't get the next generation Playstation. I don't care if it is 2% or 25% of the business, in times like these every bit is very important. The real cost will come in the what if. As everyone knows the next generation will be a huge hit and would make a tremendous difference to LSI. Also the negative news headlines would be a dark, dark cloud over this company. Conversely, if LSI did win this business the positive news would be better than a Tom Kurlac upgrade. (Remember how much the lady at Gruntal dwelled on the topic during the CC. A lot of people are watching closely, rightly or wrongly, they are watching what happens with Playstation)

Can someone bring me up to date on the future of Playstation. When will the new version be in the stores, when will Sony make a decision on who will supply the chips, and what are LSI's chances on getting this business. All that I can recall LSI saying about this was we have a strong relationship with Sony and we believe it will continue in the future. What a bunch of crap. More flim flam talk. It sounds like Bill Clinton talking about Monica.
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