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

To: Wolf 2 who wrote (11967)	4/28/1998 7:41:00 PM
From: shane forbes	Read Replies (1) \| Respond to of 25814

DataQuest predictions (guesses): techweb.com (So the semis are +8% for 1998 compared to Lehman -13% for 1998. If LSI does +8 to +10 points better than the industry that is 16% to 18% revenue growth for 1998 - not to doubt LSI but that puts LSI's revenue for 1998 at about 1.5 billion. I don't think so! With 0.325 billion in the bank this q, and likely 0.338 next q, this means H2 rev. will have to be 0.837 b or assuming 10% seq. growth for q3, 0.372 b. for q3 and 0.465 b for q4 for 1998 a 25% seq. increase.... Mmmm... Somehow I don't think so! I think Corrigan was making the estimate based on a lower industry growth rate for 1998 - maybe the 0-5% that I was talking about earlier. Mmmm... then again... If you remove DRAM the 8% overall probably means +14 to +18 % or higher for everything ex-DRAM. So that makes LSI's 8 to 10 points higher than the average a possibility. (And this time we likely do not have to deal with absurdly high MPU growth because of the sub 1000 PC - so that does not skew the ex-DRAM numbers too much.) Mmmm... again... Ah but then again if LSI gets to 100% cap in q3, with this q's revenue at 0.325 (assume 85% utilization) with no price increases, this does imply 0.382 b in q3. So maybe LSI could do it.) Shane.