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

To: uu who wrote (7580)	10/30/1997 10:50:00 PM
From: Moonray	Respond to of 25814

Addi, thanx for posting the Value Line report. I realize that it is of little solice to traders, but to an investor such as me this report justifies my continued investment in LSI. o~~~ O

To: uu who wrote (7580)	10/30/1997 11:37:00 PM
From: Bald Eagle	Respond to of 25814

<<2000-20002 Projections>> Hmmmm,by the year 20002, I'll be eighteen thousand and fifty three years old,but at least I'll be making a profit on LSI by then!

To: uu who wrote (7580)	10/31/1997 10:04:00 AM
From: Doug	Read Replies (1) \| Respond to of 25814

Hi Addi:Thx for that post. VL is quite close to the mark. The near term prospects are ?. only because of the global overcapacity & the start up cost of an underutilized Fab plant. The older Fab plants are still in competition because of the mark down. Perhaps some one could let us know the cost in millicents/chip for the various FAB plants. That will point us all in the right direction. The cost should include testing; this is important because the rejection rates are higher as the crowding gets intense.Thx

To: uu who wrote (7580)	11/1/1997 12:06:00 AM
From: john o	Read Replies (3) \| Respond to of 25814

Addi, Not to knock Valueline, it's a great resource. I also know you're a longtime LSI fan. I should also mention I am quite long LSI by averaging down. And I expect we will see 30- 40 in the next 12 months and can profit by trading at the appropriate time. However, I thought a few excerpts of their October 27, 1995 report (I'm not normally a packrat) might bring our expectations back down a bit. The price per share at that time was $55. No splits have occurred since that date. Last split was summer 1995. From their 10/27/95 report 1998-00 projections: High 115 Low 75. Projected growth rates 1994 to 1998-00: Sales 29.4%, Earnings 45.4%. "LSI Logic shares have run up 150% this year, but they are still timely. ..." "LSI announcea a new process that it will use to produce a 0.25 micron chip. ..." "With Sony's PlayStation, LSI showed that it can produce a high-performance consumer product in a relatively short period of time. ..." "These shares also hold attractive capital-gains potential for the next 3 to five years. LSI has become a leader in its industry. And at the present pace of innovation, we can't help but think its earnings will accelerate much faster than the average stock under our review." Botton line. Either Valueline was not too conservative for LSI or LSI has been a pretty big disappointment. I don't see them meeting these projections or the new projections anytime soon. If your interested in more old data, feel free to ask. If I have time, I'll post it.