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Technology Stocks : LSI Corporation

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To: Bob Howarth who wrote (18010)	4/14/1999 1:59:00 PM
From: patrick tang	Read Replies (2) of 25814

I don't think we need 'gas lines': 1. If LSI is on it's way to their operational model of 17% net margins, that should sustain the price, and hopefully the cc will confirm that. If I were an analyst, I would rate the stock a 'buy' on that 'turnaround'. 2. If the semi recovery is underway and LSI's seeing 5% Q sequential growth, the cc confirming that for Q1 and forward looking seeing same for Q2 and on, then I would rate it a 'strong buy'. Under this case, not just for LSI, but for anybody who's anybody. My guess is we will get both at cc. Still I expect the stock to drop day after earnings on nothing but 'sell-on-news' before starting to move back up and hopefully punch solidly through $40 by end of Q2. LSI is really late to CDMA, but hopefully it can pick up speed from here. Too bad Phillips can't seem to be able to take over VLSI. If they do, the Ericcy account might see some action if Ericcy does not want to buy 100% from a competitor. patrick

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