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Technology Stocks : LSI Corporation
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To: Jock Hutchinson who wrote (18192)4/20/1999 11:48:00 PM
From: patrick tang  Read Replies (1) of 25814
 
Jock, between you and Wilf, you just about got everything covered - detailed operations model on target and detailed road map too, Sony $ should not fall off, pan-Asia started off very strong Q1, 5% to 6% Q2 growth , G12 0.18um well accepted (also told to me by other people) and should ramp fast down the road, like the 1.2 b-to-b in consumers (personally I am sort of taking their hi end stuff for granted and hoping they will aggressively pursue the consumer stuff and my wish's coming through).

Also listened to the radiowallstreet interview. Wilf said a couple of things in that one that he did not say this morning:

1. he mentioned the industry has started a multi-yeaar upturn
2. digital TV turning on soon.

I think digital TV is going to happen fast and furious in about two years. As such, I am starting to think we may have a ride that might last over 2 years. If that is the case, we just might get the magic $100/share!

Congrads to all the longs and good night

patrick ZZzzzzzzzzz.....
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