SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : LSI Corporation
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: patrick tang who wrote (18602)5/28/1999 1:25:00 PM
From: shane forbes  Read Replies (3) of 25814
 
Patrick:

The nice thing about Silterra is that it adds about 80c pre-tax to
earnings over the next few years and maybe 10c next year depending
on the license structure.

Last year I was waiting for LSI to partner with other companies as
LSI's cost structure is too high. Well now we've had the restructuring (to get rid of dead-wood) and the foundry deal. Net net this reduces LSI's costs considerably and in theory should bump up the ROE and ROIC numbers. These numbers in turn drive investments from equity holders and so I expect LSI's valuation to gradually improve. It will never be on par with the Alteras of the world, but it will be higher than it was in the past.

Ever wonder what would happen if one of those fabs caught fire or there was a war or something and all of a sudden chip supply went down to zip. With low inventories these days it will be interesting...
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News