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

To: shane forbes who wrote (19467)	7/22/1999 12:51:00 AM
From: DWB	Read Replies (2) \| Respond to of 25814

You're right on the cumulative total... I went back and looked at the first and second quarter numbers, and they were 5 million and 9 million respectively. Sooooo the 50 million is a "since inception" total... with half of that coming this year... sounds kind of exponential to me.... RE: Hedging the QCOM ASICS sales with LSI, while it's true that LSI sales are potential missed sales for the Q, keep 2 things in mind. 1) As you know the "CDMA ASIC sales pie" is doing it's impersonation of the big bang, so despite LSI sales, Q could still sell as many as they can make, and 2) for every LSI ASIC sale, the Q gets a percentage that goes PLOP! straight to their bottom line as pure sweet unadulterated profitola... I think I'll go put on my CDMA sports bra and start practicing my "Brandi" now... DWB