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: E. Graphs who wrote (10400)3/3/1998 12:34:00 AM
From: shane forbes  Read Replies (1) | Respond to of 25814
 
E

We're just getting ready to rock n'roll!

Don't be fazed by these minor set-backs!

(We are the Champions, the Champions of the World)

----

Praying that networkers are doing fine - think and hope that they are - this group's health I suspect is tied to LSI's fortunes more than we know.

----

Have tried to get in touch with LSI IR the last week or so - no luck.
Will keep trying. Want to ask them a few questions such as:

(a) any more stock bought back [I don't think so.]
(b) what's capacity utilization like [please be high - over 75-80%]
(c) are you bidding for TCI deal directly? or if indirectly, have you done designs for any of the companies bidding for the TCI deal?
(d) Gresham ramp proceeding on time? [suspect it is]
(e) Compaq networking contract - impact how big? [think this may be big]
(f) GSM who when and how much - [suspect LSI has a number of "sizable" wins here]
(g) Is DVD PC slated for end Q1 proceeding as planned? [suspect it is]
(h) VLSI concerns impacting LSI [don't think so but who knows]
(i) CS questions
(j) Options repricing when?

----

blah blah blah blah... still need to see that volume E anything otherwise won't last. Need to get past earnings season - this might take time...