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: Tony Viola who wrote (12777)	6/2/1998 8:59:00 PM
From: akmike	Respond to of 25814

Can anyone quantify the potential for LSI in today's announcement by Sprint? If Cisco is to be the major equipment vendor for several billion $ of installation doesn't that bode well for Cisco's supplier of the core logic platform? With the secrecy that "Fast Break" has been shrouded in for 18 months, it would explain some of LSI's reticence.

To: Tony Viola who wrote (12777)	6/2/1998 9:07:00 PM
From: shane forbes	Respond to of 25814

(PC demand very sluggish - distributors, retailers, OEMs weak + LSI does not get hurt with subsequent recovery in PCs) Tony: ---- Of interest: biz.yahoo.com (HP 2 month inventory adjustment) Plus: I saw recently that people like Best Buy etc were saying that computer purchases have gone to zippo in late spring. Plus: All may be related as well to Windows 98 release and the related postponement of orders plus the usual culprits of Asia etc. ---- So I do not really think Kurlak will say buy INTC at 60, if say INTC hits 60 within the next few weeks. Besides hasn't he always and still has INTC as a l/t accumulate? It is the n/t ranking that is weak. ----- RE: LSI seems to be acting like the cat that swallowed the canary about being a lot out of PCs. What happens when PCs start up again? The PC related business is not at the expense of the other consumer electronics and storage and workstation and networking businesses. As long as many (or all) of these remain robust LSI won't be missing much being out of the PC business. Besides many of the newer things are just getting going and so will benefit from faster growth rates and lower competition for several more quarters. For instance if LSI by being out of PCs does 8-10% revenue growth this year - that will really put LSI in a different class from all the other bigger semis. Of course with the Yen continuing to fall this is going to be more and more tricky for LSI to accomplish. ---- shane (yeah NBR is poor - the instit. investor dribble)