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: Maverick who wrote (22401)	7/25/2000 10:08:06 PM
From: michael97123	Respond to of 25814

LSI's $98M earnings beats ML's $86.2M. Upside GM=42.9% LSI Logic (LSI; $46 3/4; C-1-1-9) Earnings Preview 7/25/00(Joe Osha 212-449-0930)June quarter results. Given the rate at which LSI’s bookings have been. We're looking for LSI Logic to report earnings of $86.2mm or $0.29, on revenue of $672mm PROBLEM IS REV WAS $644mm. How will old Joe Osha and the rest of the analysts react tomorrow. On call they explained it away as part component shortage and part late delivery of 20mm order, a day late I believe.

To: Maverick who wrote (22401)	7/25/2000 10:08:10 PM
From: michael97123	Respond to of 25814

LSI's $98M earnings beats ML's $86.2M. Upside GM=42.9% LSI Logic (LSI; $46 3/4; C-1-1-9) Earnings Preview 7/25/00(Joe Osha 212-449-0930)June quarter results. Given the rate at which LSI’s bookings have been. We're looking for LSI Logic to report earnings of $86.2mm or $0.29, on revenue of $672mm PROBLEM IS REV WAS $644mm. How will old Joe Osha and the rest of the analysts react tomorrow. On call they explained it away as part component shortage and part late delivery of 20mm order, a day late I believe.