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: john dodson who wrote (16343)	1/8/1999 1:58:00 AM
From: Jock Hutchinson	Read Replies (2) \| Respond to of 25814

It is very clear that the storage business is going gangbusters, and about one third of LSI's business is now in storage. Thus, on that basis alone, LSI should see a good forward look at the CC. Additionally, DVD did extremely well this Xmas season. However, it remains to be seen how well Sony DVD did. My guess is a surprise of 5 cents this quarter.

To: john dodson who wrote (16343)	1/8/1999 1:01:00 PM
From: patrick tang	Read Replies (1) \| Respond to of 25814

Exactly! There was really nothing THAT wrong with the core business, in Q3 it still produced, abait with 10% less sales. In my view, there was nothing THAT wrong with Symbios or Gresham either, but both of those things were used along with 'decline in core business' to knock the stock way down. The analysts and MM made tons of money both in commissions and trading in taking the stock down. I look forward to them making another bundle taking the stock back up. If it is as reported, storage/Symbios doing well, Gresham to plan & no nasty surprises, core business/bookings back up, then hopefully that will be the 'new' story to work the stock again. We'll see..... patrick