Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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 -- Ignore unavailable to you. Want to Upgrade?

To: shane forbes who wrote (19318)	7/17/1999 3:28:00 AM
From: shane forbes	Read Replies (1) \| Respond to of 25814

From MOT (low end forecaster): --- Motorola estimated that the semiconductor industry as a whole would grow 15 to 19 percent in 2000, and repeated its earlier projection of 9 to 11 percent growth in 1999. ''While we are not ready to raise our 1999 estimate beyond the 9 to 11 percent range, our confidence is growing,'' Gams said. --- So if the prices of stocks are this high in mid-1999, when the growth rate is expected to double next year what are the stock prices going to be next year. Or should the stocks collapse and then race forward again later (as Addi suggests for the Nasdaq). Enquiring minds want to know. Triple the current levels? Four times... 15 to 19 percent rev. growth should translate to much higher earnings growth YOY - say 20-35+%, depending on the company's current fixed costs coverage.

To: shane forbes who wrote (19318)	7/19/1999 9:36:00 AM
From: Neal Neslusan	Read Replies (1) \| Respond to of 25814

Shane, What gives, no more private EMAIL? Neal

To: shane forbes who wrote (19318)	7/21/1999 4:29:00 PM
From: shane forbes	Respond to of 25814

Update of the qualitative list - first line is prior commentary in the linked-to post and second line is update. DVD: A+ (unless they've screwed up and lost designs) DVD: remains A+ Digital Cameras: A+ (virtually a certainty) Digital Cameras: A- downgrade because of weaker market share - reading between the lines it appears LSI won and lost share here. Yeah I know they said they got 2 biggies... Storage Components: A+ (certainty) Storage Components: remains A+ Networking: A (likely extremely strong) Networking: upgrade to A+ (thank you SEEQ) Storage Systems: A (certainty) Storage Systems: A+ upgrade STB: A (in top 3) STB: upgrade to A+ based on SC2000 'immediate' wins Telecom: A (likely market recovery but Europe seasonal + quiet) Telecom: remains A - did not see seasonal slow down per c.call Servers and Workstations: B+ (guessing - likely stable biz) Servers and Worsktations: still B+ - no comments during c.call - good biz regardless Sony Playstation: B (units flattening out) Sony Playstation: A- because of better unit demand per c.call Other Computer: ? B say (no clue?) Other Computer: no comments - still B - still no clue? Wireless Basestations/Handsets: B/B+ (C?) (this is the big ? mark - LSI should address this in conference call) Wireless Basestations/Handsets: now A since we got our answer BIG TIME! ---- BTW does someone at LSI read these comments and pass it on to the big guys! Uncanny how time and time again I see the comments being addressed in the c.call. Thank you Diana? <g> Big kiss? <g> LSI and I win round 9.