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

To: shane forbes who wrote (19373)7/20/1999 8:24:00 AM
From: Paul Lee  Respond to of 25814
 
aol.multexinvestor.com

We believe that the industry is poised for a long-term cyclical recovery because (1) inventories remain low, (2) prices remain stable, (3) backlog grows, (4) lead times extend, and (5) the use of the Internet grows ever more rapidly. Consistent signs of improving fundamentals suggest a long-term bullish trend. In addition, the SIA forecasts global semiconductor sales to increase 12% in 1999, and we believe that this estimate could be conservative given the magnitude of the prior prolonged downturn.

for whole story read link




To: shane forbes who wrote (19373)7/21/1999 4:01:00 PM
From: shane forbes  Respond to of 25814
 
So how did we do relative to the bogey in the linked-to post:

Bogey did 1.2% increase in differentiated products + 6.9% overall.

LSI did 7.9% (excluding SEEQ effect - according to LSI SEEQ grew 50% sequentially to 10+ mil from 7 mil in Q1 but only 7.9 mil was recorded with the rest falling in a reserve).

Since STM's commodity lines likely grew faster than 6.9% (in fact we KNOW they did <g>), this means LSI really kicked some bogey butt...

LSI wins round 5...


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