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: getgo234 who wrote (12344)	5/13/1998 9:33:00 AM
From: shane forbes	Read Replies (2) \| Respond to of 25814

Well one benefit was that I got to sample some Chinese cuisine after all that! Now I'm going out to cycle - the Sun was out yesterday and is out today as well (finally - it was beginning to be almost Noah Ark like here). --- One question for Michael: Did Corrigan highlight any differences between the company's position in mid-1996 and today? In other words was the "this time is different" theme played? [To me there are several: lack of PC dependence, lower % on computers, accelerating lead times, really fat pipeline vs. no pipeline in 1996, no large inventory build at customers in preceding 2 quarters etc etc...] But it still would be interesting to have seen how Wilf address this because I think this pavlovian attitude - LSI has schrewed up before, it will do it again thing - is rife in investors'/traders' minds. And thanks a bunch for the fantastic first hand comments. I agree with o~~~ O (that's just the first name I think though it might be first + mid. initial(?) + last. The space in o~~~ O is messing me up. I would have said o~~~ but wasn't sure whether it was o~~, o~, o or even o~~~ , you know we are not so formal here - no one calls me shane forbes or shaneforbes they just say shane) that these first hand comments are really useful. Was the food good? You know now that I think about it how long did the apres-meeting thing last? Maybe that dufus security guard screwed up and LSI was still hanging around the building at around 6:45? --- Shane.