SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : LSI Corporation
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: DavidG who wrote (14155)8/11/1998 3:05:00 PM
From: patrick tang  Read Replies (1) of 25814
 
My guess is neither Sony nor Nintendo expected the huge price elasticity. Right now they should be banging on their suppliers' doors to bring their inventory back up as well as going back to their drawing boards to re-do their X'mas sales strategy. Look for sony to go back to go back up to >10% in Q4.

And here's the rub on LSI - their are so diversified that although not one sector slow down and bring them down, not one sector pick up can pull the whole company up. Guess we just have to settle for slow steady growth and 10% net margins until the whole industry recovers. But of course if they can find another two Symbios .....

patrick
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News