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Technology Stocks : LSI Corporation
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To: Jock Hutchinson who wrote (15718)10/17/1998 4:27:00 AM
From: shane forbes  Read Replies (1) of 25814
 
continued:

7. What's there not to like?

(a) Recessions

(b) Weakened Balance Sheet

(c) Uncertainties involved in the new LSI.

(d) Big concern - loss of parts of STB business

(e) Bigger concern - why the heck did consumer go down to under 20% from better than 30% before - (d) is partial cause but there is more likely.

(f) Institutional Schpeak - the company is very good at making sure their clients are protected even if this means schrewing all shareholders and others who need to know what's happening. So it is the Staggered Pricing (huh?), convenient details left out of c.calls only to be released a few qtrs. later etc. I actually realized this early on since they do some very high end stuff and there is no way their customers would want this information on new product lines released to their competitors ahead of time (since LSI would design it a time X, produce it at time X+3months, customer would come out with new product maybe at X+6months - all low guesses) through LSI's conference calls. More importantly if there were changes in product lines and this were reflected in LSI's numbers (say the Sony Playstation) then it really puts the customers in a bind. So LSI hides stuff. Won't change anytime soon.

(h) Intel & Gang coming? - but Bigger Size is Better Defence.

Shane.
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