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To: shane forbes who wrote (10256)2/27/1998 1:44:00 PM
From: RFF  Read Replies (1) | Respond to of 25814
 
Shane - I've been trying to figure him out as well. I noticed that TCI statement as well, but sometimes he does seem credible. Just have to treat what he says the same as most of the other stuff posted on the net.

If DCAM, DVD and networking (these guys are push out new products quickly) areas are ramping quickly, LSI could be push into the 90+% range pretty quickly. Corrigan has been pretty upbeat lately - maybe things are getting better.



To: shane forbes who wrote (10256)2/27/1998 11:44:00 PM
From: Duane L. Olson  Read Replies (1) | Respond to of 25814
 
Wizard..Re: 95% Capacity... if they were projecting that kind of capacity usage, why would the Gresham plant have been pushed out six months?..I'm not tracking here somehow... 95% now and ramping would mean product on allocation by June, wouldn't it?... OK, so VTSS can get by with that, but LSI has to pump product, no? TSO