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Technology Stocks : LSI Corporation -- Ignore unavailable to you. Want to Upgrade?

To: Jock Hutchinson who wrote (18847)6/13/1999 3:40:00 PM
From: Beachbumm  Read Replies (1) | Respond to of 25814
 
Jock, excellent post as usual. Eye-popping 3000% gain in Vitesse on that 50-month chart -- whoa. And that chart you posted in response to Patrick is very revealing. Just for LSI to reach a similar market cap value would put us at around 65-70 bucks a share for current revenue projections. This could get interesting, but I also expect a few dips in the ride. Much will hinge I believe on LSI demonstrating that the revs can be turned into hard earnings. Still waiting for that operating margin to be where it needs to be.

Beachbumm



To: Jock Hutchinson who wrote (18847)6/14/1999 6:00:00 PM
From: Judy  Read Replies (1) | Respond to of 25814
 
Hello, Jock

re: "You can have a company that fills a critical niche for four years, and become filthy rich. Yet if you hold out for one more year, you are back to ordering Big Macs and Shamrock Shakes at the walk up counter."

Having set that context, what is your mid and long-term opinion of brcm? Thanks.

btw, I share your views on vtss and altr.


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