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

To: getgo234 who wrote (9127)	1/23/1998 2:54:00 PM
From: shane forbes	Respond to of 25814

Corrigan was pretty adamant that the slowdown in Japan was temporary. They sell mostly consumer electronics related stuff there. Hence the peak is in Q3. Tapers off in Q4. Then builds up in q1, q2 and peaks again in following q3. Certainly applies to Sony PlayStation. May have heard wrong re: overall Japanese market but my understanding was LSI was OK here. Certainly LSI did not indicate any dangers, serious or otherwise. What appears to be happening - lowering of estimates but retaining the ratings (mostly HOLD) does jive with my sense of the tone of the c.call. Building momentum but by no means will there be a crescendo of sales next q. Build up should proceed throughout year.