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

To: shane forbes who wrote (7713)	11/8/1997 1:57:00 PM
From: Doug	Read Replies (2) \| Respond to of 25814

Hi Shane: Thx for that pointer. There are 750 Commercial Wafer fab plants in operation/construction & near 450 R&D pilot plants located in 5 regions of the globe. Perhaps some one could give us the sub groupings and stats for the ASICS together with the Sales/Income for each of the top 10 sites. That will help us to understand the competition and appraise those Billion Dollar forecast for LSI.

To: shane forbes who wrote (7713)	11/9/1997 12:28:00 AM
From: Duane L. Olson	Read Replies (2) \| Respond to of 25814

Shane, O Thread Wizard, I just read the article in full in Mang's post to the L-NOT.., and I had just commented to Addi similarly to your thoughts.. It is useful, I think, to go back occasionally and reflect on the kind of growth that LSI is capable of... the early years, up to Nov of '95 are pretty dramatic: dljdirect.com But the kind of world-wide growth that led to LSI's earlier success, IMO, would see a substantial repeat of LSI's succcess as well Unfortunately, there appears to be a growing slowdown in the world economy that is somewhat surprising to me. And it appears that it could get worse for a while. So perhaps we get a stretchout in the growth period. Might have to settle for somewhat reduced profits for the time being.. What's your projected time frame for the bottom of the current weakness? TSO