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

To: Tony Viola who wrote (12803)	6/3/1998 8:25:00 PM
From: shane forbes	Read Replies (1) \| Respond to of 25814

(HyperPHY is cool + NT servers ?) Tony: Thanks. My feeling after reading the white paper etc is that this is going to be a very very useful core for LSI. It will definitely be on their annual report timeline! So that means it will be the basis of several hundred millions in revenue in the next 2-3 years. It is a cool toy. Think VTSS is shaking just a tad? What exactly is the 2 billion and 8 billion for NT servers? If this is server revenue I actually thought it would be more, much more (believe it or not). (or maybe it is just CPU server revenue - even then it looks a bit low). You're right - the server segment is INTCs to lose and that is where they will make the mucho dinero. shane.

To: Tony Viola who wrote (12803)	6/4/1998 1:19:00 PM
From: Bald Eagle	Read Replies (1) \| Respond to of 25814

Are you sure about your numbers? 8 billion servers? That's more servers than there are people on the planet!

To: Tony Viola who wrote (12803)	6/4/1998 1:39:00 PM
From: Sonki	Read Replies (2) \| Respond to of 25814

briefing: this is a huge growth! LSI LOGIC (LSI) 23 7/16 +2 7/16. When Tommy K. starts talking up chip stocks (a group which has been negative on for several months now), it probably makes sense (and money) to pay close attention. We are referring to Merrill Lynch chip guru Thomas Kurlak, an analyst who we have found to be a flat out money maker for his clients. Today, Mr Kurlak (who, by the way, was one of the first to turn negative on Intel and Micron), is making bullish comments on chip maker LSI. In his opinion, LSI will see its earnings begin to rebound ahead of the overall sector. He makes this projection based on the fact that LSI does not have the type of consumer exposure that many other group names have. Translated: LSI doesn't sell chips in the cut-throat, skinny margin PC market. This company is focusing its efforts on the rapidly-expanding data networking and telecommunications markets. Based on LSI's improving fundamentals and below average P/E, Merrill Lynch has raised its rating on the stock from "neutral" to "accumulate." The firm is also pushing up earnings estimates for the next two years, with its 1998 view increasing 4 cents to $1.00 a share and its fiscal 1999 view going up 35 cents to $1.55, a 29% increase.