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: Glen2 who wrote (20769)	12/7/1999 2:16:00 PM
From: Tony Viola	Read Replies (2) \| Respond to of 25814

Glen, thread, We expect LSI's multiple to expand as investors become more comfortable with the company's end market exposure and strong earnings momentum story. What in the name of analysts' BS does he mean by end market exposure? - End users using LSI product? It seems to me that LSI's main business is supplying to OEMs like Sony, Cisco, Nokia, EMC, Sun, etc., who then turn around and sell to end users. The only case I know of where LSI sells directly to an end user is to Walmart, who buys Symbios storage boxes. I shouldn't gripe, the guy has a target of $100. Whatever he says is fine with me. So, are we giving some back today because Warburg and Matt Dillon said $90, not $187? That's OK, I'll take up 7, down 2 back to back any time. Tony