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

To: uu who wrote (19428)	7/21/1999 4:58:00 PM
From: shane forbes	Respond to of 25814

"Now do you think we will see upgrades shortly?" I wish I knew! It all depends on what they were looking for and how many 'ulterior' goals they have <g>. BTW note we have a lot of strong buys already. Many of the others who have not done so already may have other motives some of which may be good and some not so - to quote a few: you might get the valuation argument from some of them you might get the market valuation argument from some others you might get the profitability argument But others like the visibility argument are vanishing CDMA argument is vanishing PS 1 is vanishing SEEQ cost is vanishing Gresham ramp question is vanishing capacity utilization is vanishing And some others like lead times 'coming down' [some confusion here] may show up LSI now saying 45% GMs later in 2000 - I thought it was mid 2000 - might be cap exp depreciation related but I doubt it may be emerging... I tend to worry too much about the market, interest rates, and analysts. My 'tree' has been firmly planted. And there is plenty of root growth and leaves now. It was a long winter and I had to make some adjustments but sometimes taking caring of things such as trees properly when all about you are screaming to you to chop the thing down can pay off in spades down the road. Ha Ha <g>