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 (19413)	7/21/1999 2:22:00 AM
From: DWB	Read Replies (3) \| Respond to of 25814

And the 11,000,000 was for only the quarter if I'm not mistaken... wasn't it 50,000,000 so far this year? Also, and I'm not sure if this is a valid calculation... using their 1.2 BTB ratio they quoted, wouldn't that say they've got another 13+ million going out the door in the next quarter? DWB

To: shane forbes who wrote (19413)	7/21/1999 3:52:00 PM
From: shane forbes	Read Replies (1) \| Respond to of 25814

Based on Q2 conference call, updated scoreboard for CDMA: QCOM: something big in Q3 LSI: something much bigger than zero in Q2 Ha Ha... We are not LOST! We have found our way! All it took was a few 'field trials' and 'tuning software'. More CDMA commentary from c.call: 'high volume' Japanese orders to commence in Q3 'very pleased' comment by Daane in opening comments 'very very well', 'extremely well' comments later 'we're coming from 0' comment means zippo volume in Q2. 'top 2 suppliers' aiming for '50% market share' - good goal <g> BTW note DSPC (ticker: DSP) sunk after this Q's earnings. Plus DSPC has a big Japanese/Korean share. Mmm... I wonder... Nah can't be <g> Reinstating CDMA in the Horsemen list: FC Sony PS 1 Sony PS 2 STB Digital Cameras DVD Plus Future Surprises A, B, C <g> LSI wins the CDMA round from the naysayers.