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

To: akmike who wrote (23035)	10/25/2000 2:15:31 PM
From: shoe	Read Replies (1) \| Respond to of 25814

I was pleased with his interview this time. He was very relaxed and confident and smiled a lot. He downplayed all of Bill Griffith's concerns: said he wasn't surprised the company did so well and that prospects for future quarters were excellent. He said expected 36 cents EPS in Q4 and growth of 10% a quarter. Addressing concerns about Sony, he said that they would ship 1 million PS II units this year, in time for Xmas, at a rate of 100,000 a week. Griffith remarked that optical was a small part of their business (unspoken implication that NT results shouldn't affect them). No mention of CDMA. I think Wilf tried to reassure nervous investors that the semiconductor business wasn't headed for the shoals. He did say that the market consisted of different segments and different companies that performed according to their own sets of market conditions. In other words, the industry isn't a monolithic block that moves uniformly in one direction. I hope his comments have a positive influence!! p metz