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Technology Stocks : LSI Corporation
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To: E. Graphs who wrote (14222)8/16/1998 12:59:00 AM
From: akmike  Read Replies (1) of 25814
 
E.-Wilf was very positive about DVD in the CC. I remember statements that "we've captured 25% of the world market and should gather momentum" 2,000,000 units industry-wide and LSI @ 500000.
The Japanese have recently announced that production is expected to more than double by 1Q 1999.This element of the business is finally looking to meet the much-ballyhooed potential.
Casio has also begun shipment of its latest DCam and Wilf's comment about DCAM that I remember from the CC is "they are flying off the shelf-Casio and others will see big-time shipments in Sept. and Oct."
It's hard to believe that very many companies will have the top-line growth visibility of LSI come the 4thQ. None of their 4 business segments should experience less than very strong growth in 1999.
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