Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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: Moonray who wrote (9984)	2/22/1998 10:47:00 AM
From: shane forbes	Read Replies (2) \| Respond to of 25814

Thanks Moonray: I actually have the hard copy - the networking articles are a superb read. I got rid of CS a long time ago - bought at 28 sold at 33. They look confused. I bought their steady svc. business argument initially then got thoroughly discouraged. I don't follow them any more. Probably cheap now for anyone with a longer term perspective. But since there are quite a few questions still unanswered I'm passing on this one. ASND's still my bud here. Figured last year was a product transitions mis-step + the difficulties involved with Cascade merger. Of course was not amused with the insiders selling off shares in Oct. Don't have many shares but I continue to hold on. Things are looking up for them. That big article in one of the financial magazines proclaiming that ASND was dead and that financial managers were totally irritated with the company and were not recommending it to anyone proved to be the turning point for that stock! Never owned CSCO - just because I'm anti "bully"! Next issue of Red Herring should highlight LSI as one of the semiconductor companies that can profit from the paradigm shift in networking - complex ASICs in. At least that's my hope.

To: Moonray who wrote (9984)	2/22/1998 4:36:00 PM
From: shane forbes	Respond to of 25814

Moonray: The beauty about the ramp in networking is that it may undo one of the reasons why LSI went down starting mid last year. Everyone figured they would suffer - remember the CS connection! I think storage is going to do well this year as well. Workstations I don't have a clue. Therefore, hopefully we have the 2 weak links of last year - networking (in the street's eyes this was a weak link, I'm not so sure it was that huge of a deal for LSI) and high end computing. Combine this with a recovery in STBs and LSI's "core" businesses of last year seem to have recovered or at least are coming back strongly this year. Now add the 3 new kids on the block: DCAM GSM DVD and I'm hoping that new fab gets filled awfully quick. Again if things pan out we might be seeing earnings revisions upwards (how's that for a change) starting after next q.