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Technology Stocks : LSI Corporation
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To: DavidG who wrote (16727)1/29/1999 9:14:00 AM
From: Jock Hutchinson  Read Replies (2) of 25814
 
David: The dark pessimist could say that we are simply at the same place again where the halcyon days are two to three quarters away. But I don't think that next quarter's results will be that dependent on revenues as much as will be dependent on ramping Gresham. As such, I don't think that there will be a meaningful reaction to either figure, since it will not establish a meaningful trend. Indeed, with the slight extra marginal expense of ramping additional product at Gresham, it is possible that a lower figure would be more positive.
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