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


To: sea_biscuit who wrote (19013)6/22/1999 9:19:00 PM
From: shane forbes  Read Replies (3) | Respond to of 25814
 
ok - that's more reasonable...

BTW what's the bet that those will be revised up soon enough?
And also what's the bet that regardless it will all prove to be all wrong!

Estimating earnings for LSI is no easy feat. Of the companies I work on it is the hardest (by far).



To: sea_biscuit who wrote (19013)6/22/1999 10:58:00 PM
From: Tony Viola  Read Replies (1) | Respond to of 25814
 
So, Dipy,

At $1.86 (average) and
$2.10 (most optimistic), 35 times next year's earnings translates to $65 and $73
1/2 respectively. So, if this stock goes to $65 and beyond anytime this year, I will
have to give real serious thought to getting out of it completely, down to the last
share.


Obviously you would have nothing to do with really high priced semiconductor stocks like BRCM, VTSS, PMCS, or even TXN, right? I personally think LSI is better for the next couple of years than any of those. BWDIK (about which stocks go up and which ones don't).

Tony