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Technology Stocks : LSI Corporation
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To: patrick tang who wrote (18142)4/20/1999 10:20:00 AM
From: Tony Viola  Read Replies (1) of 25814
 
Patrick, Jock,

LSI's results were not as strong as I hoped for, especially the sequential increase
in sales. Only 2.6%.

Without looking at seq. revs for companies more similar to LSI, is there any seasonal flat to down type phenomena with 1Q vs. 4Q previous year, like so many semi and computer companies? LSI is highly entertainment, some computer oriented in their products. No Xmas in 1Q, which of course makes 4Q the biggest by far, in entertainment and computers.

Tony
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