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Technology Stocks : LSI Corporation

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To: E. Graphs who wrote (16959)	2/10/1999 4:28:00 PM
From: Jock Hutchinson	Read Replies (2) of 25814

Lady E: It's good to see you back. The 2 billion quote is an extremely optimistic projection. It would mean that LSI will grow revenue 7 percent sequentially for the next three quarters. That is huge. I am wondering what their GM is expected to be. If it's 20%, then their 4 Q earnings will be around 54 cents (after 6 cents amortization). If their GM is at 17%, then their 4Q earnings will be around 45 cents. And going forward, that means that LSI can comfortably look at at least $1.85 a share in '00 with upward revisions possibly to follow. In short, this means that LSI has the potential to hit 50 in less than twelve months. And this time there will be no Gresham delay, and LSI is in the sweet spot in many product lines.

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