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To: thomas hayden who wrote (11727)4/20/1998 6:13:00 PM
From: shane forbes  Respond to of 25814
 
Re: 30 may be a realistic short term objective.

Yup.

I think the market discounted the semis too much. (semi-equips are another story but they will join in n/t if the semis do all right). So far the results are just what I expected. The PC guys hurting but recovering, the non-PC cautious but meeting expectations and building, the niche players in strong markets showing strong results on both an absolute and relative basis.

(I have no interest in memory and don't want to give an opinion there.)

With the flavor of the current releases, I expect LSI to do well.

Shane.