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 (13905)	7/27/1998 12:17:00 PM
From: patrick tang	Respond to of 25814

With due respect to all the 'experts' on this thread, IMHO, LSI is doing just fine - sales holding steady while others are declining, profits holding steady while others are losing their butts, diversified high growth product lines and in the process of adding a promising forth 'leg' to that. Seems to me that these last Q or so sales are steady because Sony is going away gradually. When that is all done in another Q or so, sales and profit ($16M/Q for fab is not much) should start moving up the stock should go with it. No cash flow problems, financing their own growth. Marketing and sales seems to be OK, no consumer brand-name identity type of problems. Not facing any huge marketing capaign expanses like e.g. AMD or Cyrix. I am just sorry I don't have any cash lying around. As I said a few posts back, I can see the funds start looking at this co. like another STM and move the PE up when they do. Of course all bets are off if the overall market tanks because Japan dies or China devaluates. Just about the only thing I wish they would do more of is in the digital TV area, 'cause that may be high growth in 2 years. but then perhaps they might be doing that quietly right now. patrick PS I see logic chip companies, non-PC ones, start to lead the market in recovery in 3 to 6 months, with LSI, TXN, STM leading the way. Memory would probably lag that by another 6 months, but MU would do real good when that happens. PC guys, with the exception of Intel, won't do much until PCOAC starts to ramp in 3 years. At that time, there will be a new round of little kings.