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Technology Stocks : LSI Corporation
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To: patrick tang who wrote (18143)4/20/1999 11:04:00 AM
From: akmike  Read Replies (2) of 25814
 
Patrick-I just listened to the call and I'm not certain that it's accurate to say that Wilf ever guided someone to 4% for Q1. He probably said that they would beat the expectation (eps) and the analyst filled in the blanks to get there. IMO 2.6% over Christmas is strong with capacity constraints at Gresham. Wilf stated that Gresham will reach breakeven 1Q ahead of plan. (sounds strong) I liked what I heard.

Best regards,

Mike
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