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Technology Stocks : LSI Corporation

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To: Daniel My Brother who wrote (16878)	2/5/1999 2:51:00 PM
From: patrick tang	Read Replies (2) of 25814

Re: Strangely I'm not all that bothered by this pull back. ..... The prospects for sequential growth of revenues looks very good...so hang in there. I'll second that! Waiting last week for earnings and cc wore me out! But from the look of things, the fundamentals have turned for the industry for the IP guys and 5+% quarterly sequential growth has already begun - LSI, STM, LSCC etc. etc. For LSI, looks like they could not shut down the Japanese fab by end of this Q as per Nov. cc and thus have to incur costs in Q2 too. Either business is that good (remember that revenue per design has been doubling every year ...) or else that is just the cost of doing business in Japan. Otherwise, LSI would even be starting earnings growth one Q earlier. If there's one thing that struck me for this cc, it's the whole orchestration of it - they were beaming with confidence going forward. Guess that probably was reinforced by not only having good Q4, but also seeing the best Jan. bookings that they have even had. I am very tempted to buy more, but as somebody said, $21 may be sweeter. Love to trade here, but afraid I'm in too deep emotionally to do that. Just have to wait and see. patrick

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