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

To: DavidG who wrote (13844)	7/23/1998 8:23:00 PM
From: E. Graphs	Respond to of 25814

DavidG, I'm not disappointed to have to wait for the story........why waste good fuel on this market? Thanks also for that reminder on when Symbios comes in. Here's where they got the 35/40 targets.......imho :) chart5.bigcharts.com:80/report?r=qchart&onbad=qbadsymbol&country=us&symb=lsi&time=10&qchart.x=43&qchart.y=22&sid=2801&sec=c&xyz=4935641&s=11698 E

To: DavidG who wrote (13844)	7/23/1998 8:29:00 PM
From: Tech Watcher	Read Replies (1) \| Respond to of 25814

I'm willing to play Devil's Advocate and say Symbios won't be accretive to '99 earnings. Sometimes the meshing of different organizations has some unforeseen obstacles. However, I don't think it will be dilutive either. I'm looking for a wash, so any extra profits will be a nice surprise. I liked that current capacity for LSI is at about 90% given the existing market conditions. I must admit that Gresham opening in October had me worried a little. Does anyone know where Symbios stands on manufacturing facilities? It would be nice to think that Symbios could immediately utilize part of the facility while a market upturn will quickly eat up the remaining capacity. - Tech Watcher