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


To: Duane L. Olson who wrote (10501)3/4/1998 5:03:00 AM
From: shane forbes  Read Replies (2) | Respond to of 25814
 
TSO:

GSM related:

Saw on LSI's web page that semiconductor market for GSM is currently $500 million (1996 or 1997 - article was not dated) going to $ 1.5 Billion in 2000.

LSI we shall hope will have 10% of this market. 20% would be great but that might be pushing it.

10% translates to $150 million in revenue in Y2000.

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Pretend these are plastic grenades...

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VLSI related: Same old saw - too much optimism in the estimates. If you can afford to wait the stock is dirt cheap right now - really!

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