SI
SI
discoversearch

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: john dodson who wrote (8875)1/8/1998 11:40:00 PM
From: john dodson  Read Replies (1) | Respond to of 25814
 
1/7/98 Lehman report on semiconductor stocks:

lehman.com

-John Dodson



To: john dodson who wrote (8875)1/9/1998 1:55:00 AM
From: uu  Read Replies (3) | Respond to of 25814
 
Let me go on the record to predict that LSI will not only beat the earnings estimate (maybe by a penny) but also will forcast a not so bad of next 2-3 quarters (despite all the South East Asian turmoil)! Yes, I know, I know, I may end up eating my own words next week when the earnings come out, but at this time I can not imagine LSI (at these prices and with all the horrible beating it has taken) will report anything that can cause its price to decline any further! This is especially true in the light of digital TVs, playstations and telecommunication equipments that are supposed to have an impressive growth for 1998 and beyond.

If I am correct in my assumptions regarding their earnings due out next week, then I say Lehman Brothers, Alex Brown and the rest of the con-artists that had LSI as a strong buy in the $40s and then changed their ratings to a hold/underperform in the 20's, can simply go and sho** their reports up their ***! If I am incorrect in my assumptions of next week's earnings report, well, all I can say is that,, I am just an engineer in Silicon Valley whose analysis of stocks is not his main job, and that we have the following quarter ahead of us, and the one after that and the one after that and....,and during one of those quarters LSI will be at a much much much higher price that its current values!

Regards,

Addi Jamshidi

P.S - Dipy, go ahead and give me one your smart-a** comments. Its OK...!