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Technology Stocks : LSI Corporation
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To: john dodson who wrote (16343)1/8/1999 1:58:00 AM
From: Jock Hutchinson  Read Replies (2) of 25814
 
It is very clear that the storage business is going gangbusters, and about one third of LSI's business is now in storage. Thus, on that basis alone, LSI should see a good forward look at the CC. Additionally, DVD did extremely well this Xmas season. However, it remains to be seen how well Sony DVD did. My guess is a surprise of 5 cents this quarter.
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