Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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: Grand Poobah who wrote (12335)	5/13/1998 8:43:00 PM
From: shane forbes	Respond to of 25814

The Poobah: Those questions were actually from the 1995 annual report (I was looking for any mention of Sony as a big customer in 1995). What amazed me is that those questions are still being asked today. You are close with (1) - the analysts were scared even then about competition - today the Koreans are backpedalling a bit because they just can't develop the same kinds of results, the Japanese have always been quite strong, technically right with (2) - though Wilf likes to highlight the customization by calling them CSICs and with (3) right again - many are close and LSI is closer than most. Shane (lost in NY)