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Technology Stocks : LSI Corporation

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To: patrick tang who wrote (17727)4/6/1999 3:57:00 PM
From: Bob Howarth  Read Replies (2) of 25814
 
Of course. What else is new! Isn't LSI getting a bit pricey here? The Morgan Stanley report does mention the risk that LSI could screw up in moving things to Grisham from Japan and Colorado Springs. There is also always that challenge to make sure the fixed costs of the Gresham facility do not cause earnings problems when blips in orders occur.
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