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.

Pastimes : John Dessauer's Investors World -- Ignore unavailable to you. Want to Upgrade?

To: The Verve who wrote (2144)	9/11/1999 2:00:00 AM
From: DWB	Read Replies (3) \| Respond to of 2346

Ron, Sigh..., that's about the level of response I expected from you. But then, what else could you do but make a false show of bravado while running off to Vegas for the weekend, when your main point of contention that you've staked your credibility on turns out to be a very large pile of crap? It would have taken a big man to have admitted he was wrong... it's a shame you didn't make the grade. At this point, I anxiously await (NOT!) your response. If you are going to grace us with a response, please, as I've stated before, post a link to some data that shows something to back up your contentions. You might try making an attempt at a substantive answer for once to any of the following... -If my numbers are fantasy, why did LSI put them in their 10K? -Why aren't pro forma numbers valid (you do know what pro forma numbers are, right...)? How else would you get an equivalent revenue figure to use as a basis for comparison in 1998? -What are the equivalent earnings from 1998 for LSI/Symbios/SEEQ that you (and the ENTIRE INVESTMENT COMMUNITY...) are using as a base to grow 30%+ from? -What are LSI's revenues going to be in 1999? Please give us the numbers that the "ENTIRE INVESTMENT COMMUNITY, ALL the covering analysts, all of Wall St., even LSI LOGIC" (your words and emphasis) are using? Not to change the subject, but because I don't think you can do any of that with any credibility, I'd really like to hear from some of the other people reading this thread...(Diogeron, Big Sky, Steven Richard, Paul Lee, Wolf2, or anyone else) what do you think? Is my logic flawed? Shouldn't Ron provide some backing for his numbers to prove he's not just a Yahoo! poster wannabe? DWB

To: The Verve who wrote (2144)	9/11/1999 11:14:00 PM
From: DWB	Respond to of 2346

Oh, and it just occurred to me... please, please, please don't come back on Monday and tell us that the 1998 LSI revenue basis for comparison is the $1.49 billion "total" from the year end report. I'd hate to have to again point out the obvious... and remind you that only half a year of Symbios revenue is included in that number (actually less than half a year since the deal completed on 8/6/98), and therefore you can't compare it to a 1999 revenue number with 4 full quarters of Symbios (and SEEQ) revenue. That's why the pro forma number for 1998 (which LSI gave us) is the only real relative comparison for the '98 vs. '99 performances. Instead, I hope you can give us a review of the action at the new Paris Casino... or maybe Rio, or Harrah's, or the Flamingo, or Bally's, or Ceaser's... you're not staying at some fleabag like Circus Circus, are you? DWB