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: uu who wrote (9122)1/23/1998 1:55:00 PM
From: shane forbes  Read Replies (1) | Respond to of 25814
 
Addi I don't thing you are missing anything. 16 is low no doubt. The issue is the uncertainty thing. Something like this: If there is a 100% probability that LSI will earn 1.4 this year and say 1.8 next year - bang the stock will shoot up. But since the company (and some of the consumer markets) need to surprise positively there is an uncertainty built into the stock price. That won't go away unless the revenue growth is definitely seen. P/Sales might be better and on that basis this price low 20s is OK I think.