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To: sea_biscuit who wrote (25123)8/5/2002 3:42:53 PM
From: Andy M.  Respond to of 25814
 
Got back in at $6.50. LSI is to some extent being dragged down by the rest of the semis. If the whole group was forecasting as optimistically in terms of quarter-on-quarter revenue growth, LSI would be over ten right now.

Andy



To: sea_biscuit who wrote (25123)8/5/2002 4:48:11 PM
From: Sr K  Read Replies (1) | Respond to of 25814
 
I posted that because I thought IBM let it slip inadvertently (trying to justify their new $3 B plant). And, because when PS2 intro was approaching, it was thought to be positive for LSI. So maybe this was important and negative for LSI. Maybe this was part of the driving forces today.