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Technology Stocks : LSI Corporation
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To: Jock Hutchinson who wrote (18669)6/1/1999 6:56:00 PM
From: patrick tang  Read Replies (1) of 25814
 
Hey Jock, you are talking to yourself <g>.

That $2.1B # is really something else! I hope that Wilf did not out do himself on that one. I'll be very satisfied with even $2B - that would imply a 6% sequential or 25% yearly growth rate. If he can do more, hats off. Just don't want him to set up expectations that he may not meet.

You are right, if he is to do $2.1B for this year, hard to see how he can keep the lid down at 6% for Q2. This is June now. That means they have seen all the bookings for Q2. So somebody out there will know already roughly what this Q is going to look like. Keeping my eyes peeled open for any news from any analysts.

But then again, ADI had a 14% sequential Q last Q when they only promised 6% to 8%. Except for LSI, that was the only guy on my stock list today that was in the black.

patrick
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