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To: patrick tang who wrote (22025)4/26/2000 9:04:00 AM
From: Jack Hartmann  Read Replies (1) | Respond to of 25814
 
Pat, Thanks for the post.
Jack



To: patrick tang who wrote (22025)4/26/2000 10:57:00 AM
From: Andy M.  Read Replies (4) | Respond to of 25814
 
Patrick,

I also listened to the conference call last night and I thought it was a very strong call. In fact, given what they said about April bookings and the fact that they raised their guidance to 8-10% revenue growth above 6-8% growth and said that their visibility was improving, it may be, in those terms, the best cc I've heard LSI give since I've been holding the stock (over two years now). The market's reaction seems strange today. Lots of fear out there. Do you think people think the cycle window is closing, or something? Otherwise, I'm thinking about buying more here.

Andy