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


To: akmike who wrote (16011)11/17/1998 3:52:00 AM
From: patrick tang  Read Replies (1) | Respond to of 25814
 
Very interesting post on Yahoo thread:

messages.yahoo.com@m2.yahoo.com

Bet you it's Lehman's.

Now would anybody care to compute possible stock price vs anticipated sales & margins?

Please pretty please?

patrick



To: akmike who wrote (16011)11/30/1998 2:54:00 PM
From: Duane L. Olson  Read Replies (3) | Respond to of 25814
 
Mike..sorry for the delay...am near LSI's Gresham facility, at a horse ranch in Oregon City, a couple of miles away.. My last info was that both LSI and DPMI were deferring completion of their facilities. I'll see what I can find out. Seems to me I was advised that DPMI's plans were to set up to accommodate future requirements all the way down to .13 micron, although I would assume that LSI would be manufacturing at .25 and .18 in the initial go. DPMI was allegedly located right on the LSI "campus", presumably to supply LSI's needs primarily. BTW, DPMI is doing rather well, recovery wise, and I'm expecting some decent action out of them in the next couple of years... Now if LSI will just get back in gear as well..(smile)..
//OT//Not sure if the layoffs are helping the golf game...I'll run some more tests :-)... Thanks for the note..I'll be back in Texas soon and working the new computer more frequently...cheers!
TSO