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: country boy who wrote (21011)	1/6/2000 12:16:00 PM
From: Andy M.	Respond to of 25814

This post by Tony Viola on the Intel thread addresses the growing semiconductor capacity shortage, one sign of which is Intel's inability to deliver for Gateway. Message 12479846 I think this is great news for LSI. One of the themes of the last conference call was that LSi has done a great job of readying capacity for this upturn (Gresham and Silterra) and Wilf implied (or said outright?) that LSI's clear access to mucho capacity was actually helping them win business. This combined with the fact that November was a record month for semi's and the fact that LSI has product in all the hot areas--DVD, storage, wireless, playstation, servers, set-top boxes, internet equipment--suggests that LSI is going to significantly beat expectations when they announce this month and have an excellent outlook. This combined with the fact that LSI's valuation is not out of whack makes me think we ought to trend up from here. Andy