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: shane forbes who wrote (9170)1/26/1998 2:50:00 PM
From: shane forbes  Read Replies (1) | Respond to of 25814
 
Michael Gumport of Lehman on LSI: lehman.com
(need ADOBE READER to read)

Among highlights: "increasingly comfortable w/ l/t prospects", "networking particularly good", GSM chip well positioned, "visibility on longer term big upside markets like DVD, DCAM, Fibre Channel and other is low."

Nothing amazingly revealing that we did not know but does confirm sense of "comfortable l/t rebound" from c.call. Says his 0.19 estimate was conservative.



To: shane forbes who wrote (9170)1/26/1998 3:16:00 PM
From: E. Graphs  Read Replies (2) | Respond to of 25814
 
**OT** 01/26 14:53 Motorola, Sun in biggest Java license deal

....maybe a little boost coming for the NAZ....? Hope so......getting hit hard. SDRC? Chart not so strong as I'd like.