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: Tony Viola who wrote (23201)	11/21/2000 1:27:59 PM
From: michael97123	Read Replies (1) \| Respond to of 25814

"LSI also formed two new communications organizations focusing on the global data networking and the broadband communications markets to replace the former communications products group headed by John Daane, who left to become chief executive of a high technology company." Above from the press release. Remember the stories of LSI splitting into 2 companies? Could this be a prelude to that? Michael Murphy had predicted this possibility a couple of months ago for what its worth.

To: Tony Viola who wrote (23201)	11/21/2000 3:13:41 PM
From: t2	Read Replies (1) \| Respond to of 25814

Veritas is not exactly chopped liver, to say the very very least. LSI: two in one day, though. Don't remember any like that off the top. At least with Oracle there was always earnings worries going forward. LSI actually raised guidance after the last report. Could it just be coincidence that these guys left at the same time? We shall know soon. I am placing my bets on calls on this one. Too late to try puts even if there is some bad news as the selloff today has already taken care of that. Maybe they can start buying back a lot of shares with their cash.