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

To: E. Graphs who wrote (9726)	2/11/1998 11:45:00 PM
From: shane forbes	Respond to of 25814

E! Yes! I too was so impressed with the strong 4%! (BTW the info. from LSI was right on - 4% from DataQuest.) You know one thing I don't understand. I figure they could have done it this way: (a) quantify effect due to DRAM prices (b) quantify effect due to currency effects (c) produce what-if-results removing effects of (a) and (b) (Could also do SEA effect I guess but that would be pushing it.) Then we would see the true effect... Hmm.. come to think of it, in this vein, LSI likely did the whole suck-a-roo thing again. Because you could argue that taking away DRAMs from the equation, the rest of the semi sales grew x% where x > 4 (probably a lot greater than 4). So why did LSI grow only at 4%? Inquiring minds want to know. (My guess (hope): growth in SOC is good but not enough to overcome decline in gate-array sales. I hope this is what is going on. I just keep my fingers crossed that the SOC portion of LSI is not growing slower than the industry average in this area. If so then life would suck. Come to think of it I'm not even sure what % of their business is SOC - only the CoreWare part (likely growing at a 30% clip) or some more?)