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

To: Jack Hartmann who wrote (22026)	5/13/2000 3:58:00 PM
From: Jack Hartmann	Read Replies (2) \| Respond to of 25814

Some notes from the 5/11/00 MSDW analyst report Analysts Mark Edelstone, Luois Gerhardy, John Cross - Target price $100 (12 month) - Communications accounted for 40% of 1999 revs (they believe) and may be 60% of this years. - Network computing about 35% in Q1 - Storage units about 15% in Q1 - present state reminds MSDW of when LSI strung 15 consecutive quarter of during last cyclical expansion of 92-95. - predicting 35% rev growth in 2000 and 33% in 2001 - Q1 gross margin was an 1.3% increas sequentially and 7.5% increase Y2Y - LSI's CoreWare library of standard cells greatly enhances the products time to market, while maintaining the cost effectiveness of standard cells - As Gresham Oregon fab ramps up, weakness in demand will affect margins. - Looking for semiconductor peak by 2002. PE 26.3 est in 2001 EPS of 1.30E in 2000 and 1.80E in 2001 ************* Not up on CoreWare. Jack