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Technology Stocks : LSI Corporation
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To: shane forbes who wrote (15738)10/17/1998 10:42:00 AM
From: akmike  Read Replies (1) of 25814
 
Shane-I think that the consumer drop was exacerbated by the yen. It is probably the only group of products that are priced in yen. In Q2 I think that Wilf said that overall revenues were reduced 4% by the yen depreciation. I would allocate maybe 5.5% of CON in Q3 since the yen continued to depreciate. This = 17m year over year,maybe 4-5m sequentially. Then deduct for lower pricing...still impacts the gross rev.

Best,

Mike (wondering if freudian naming of old LSI by Shane indicates that someone is getting CONned here)
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