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: patrick tang who wrote (13707)	7/20/1998 5:47:00 PM
From: Tony Viola	Respond to of 25814

Patrick, >>>"As somebody said last Friday, this is probably what did in LSI today - basically business is still going to stink in Q3. The only hope is, as STM sees it, Q4 should be better. If LSI sees it that way too, hopefully we won't be clobbered too bad from here on."<<< FWIW, Intel sees recovery beginning in 3Q98 (actually, in June, 1998, they started to receive significant orders from Compaq, e.g., because inventories had mostly dried up). I would hope LSI would more mimic this scenario than STM's. If not, it doesn't look good to me. Tony