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


To: Jack Whitley who wrote (19464)7/22/1999 12:30:00 AM
From: DWB  Respond to of 25814
 
"LSI could help them with their component shortfall. Just give LSI the IP and place an order..........for the next 10 years."

There's been a lot of conversation on the Q thread about the shortages... and it's not entirely clear what they are having problems obtaining. I think it was mentioned in the conference call that they were seeing this come up for a number of different items, and that 3-6 months would be necessary for the problem to go away (due to supplier ramp-ups). They did mention that they still are meeting their planned targets, it's just that they could have done even better (and had better margins) if the shortages weren't there. Don't know if the parts in question are something that LSI could help with...

DWB