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Technology Stocks : LSI Corporation
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To: patrick tang who wrote (18009)4/14/1999 1:43:00 PM
From: Bob Howarth  Read Replies (1) of 25814
 
The greatest unknown to me in earnings upside potential is how many wireless gismos LSI will produce for both GSM and CDMA. This is a very large volume market (eg NOKIA sold over 30 million phones in a year) and LSI could make more here I think than anywhere else over next couple of quarters. DVD is only maybe a couple million a year. I am actually a bit cautious about LSI at current price until we get another CC from Will C. Both Micron and INTC said that demand is about as expected, nothing unusual, but in last CC Corrigan thought we might be having 'gas lines' by about now.

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