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

To: RFF who wrote (10254)	2/27/1998 1:32:00 PM
From: Duane L. Olson	Respond to of 25814

95% !!!?? If LSI is at 95% capacity, R--, they should darned near be MINTING money! Hope that is true... but then I would have to pull profits out of DPMI, VECO, VTSS, etc and move back in big time -- causing a major crash in the stock <gg> Duane BTW..Check out that little LTXX.. up 12% in two days. Their test equipment is designed specifically for "System-on-a-Chip" applications... which should continue to increase, I presume.. dlo

To: RFF who wrote (10254)	2/27/1998 1:35:00 PM
From: shane forbes	Read Replies (2) \| Respond to of 25814

RFF: 95+% would be astronomically huge. Does that guy appear to be believable? I looked at some of his past posts and he does seem to know something about LSI. However he did not recognize TCI - so if he is aware of the STB deal he is not aware of TCI's involvement! And he says 2 customers account for 40% - Sony is at 20%, LSI has no other at over 10% so I think at least on this point he's wrong. ---- I do know one thing with LSI - the spigots get turned on in a hurry. I have stressed this several times but at last q's exiting capacity of 80%, LSI is in good shape. If it is now 95+% we are golden that's for certain. But that would be a huge ramp and seems to fly in the face of everything logical. The run rate at 95% is 385 million. This just seems absurdly high. However I did mention that it now appears that virtually all LSI's segments are ramping up now. That should translate to higher capacity utitilization - whether it is 80% (I'll be thrilled if they can maintain this rate) or 95+% (which would be like the heyday of 1995 and just seems a bit too high for me!) I don't know. Average the 2 and you get 87% which would be fabulous and perhaps attainable. ----

To: RFF who wrote (10254)	2/28/1998
From: Jock Hutchinson	Respond to of 25814

The guy on the Yahoo LSI thread (Pathfinder 2110) is most likely some sociopath. Why do I say this? First, his initial messages detail how he bought into LSI over a decade ago and then sold out at the absolute peak of its high in 1997. Then, when he failed to get enough attention, he describes himself as a seven year employee of the company. Now how many people go to work for a company that they have had stock in for the past five years, and who are not management? That's very suspect. What I find most interesting is that this clown's appearance on the Yahoo LSI thread corresponds to the disappearance of Dr. Iomega from the SI Iomega thread just a few weeks ago. Dr. Iomega said the very same types of things that this clown on the LSI thread is saying. Indeed, this guys writing style and grammer is almost identical. The comparison is as similar as the looks of Judith Cambell Exner and Monica Lewinsky. Good luck and good health