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

To: nord who wrote (17027)	2/13/1999 9:57:00 AM
From: nord	Read Replies (1) \| Respond to of 25814

From the Godman Sachs analyst conference In other presentations Thursday: Storage Technology Inc.'s (STK) Chief Executive David Weiss, said the explosion ofInternet data will drive the demand for more of his company's computer storage products. "We are finally getting our due," he said. Well maybe there is enough demand for LSI to get a piece of the storage pie:)) Norden

To: nord who wrote (17027)	2/13/1999 12:44:00 PM
From: Tony Viola	Read Replies (2) \| Respond to of 25814

Nord, >>>I note that some of the folks on the thread see "storage" as a major addition to the LSI product spectrum. Are you in accord with that view?<<< I am in accord, some reasons: 1. I always see computer storage as expected to grow faster than computer installations themselves. This has been true for the past several years. Witness the growth of EMC, which is essentially all storage. Now there's a stock we all should have bought! 2. Related to 1., it seems to me that when LSI has tried strategically to get too far away from computers, as far as their product line is concerned, they have been hurt. An example is when they blamed sales weakening to one of their big customers, Cisco, losing orders because of Asia last year. To me, computers are always there, world-wide, and never get dinged too badly. LSI's other products, chips for internet, communications, games and cameras, fine, but don't lose sight of the big guy, which is still computers. Proof?, Microsoft, Intel, Sun, et al are still growing like gangbusters. 3. The company that LSI bought, Symbios, has an excellent reputation for product innovation, quality and service. I have both first and second hand experience here, don't want to go any further than that. There are a couple of other companies "similar" in size and products to Symbios (which, BTW is now called LSI Storage Div., or something like that, someone correct me) that I could not say the same about. LSI looks to have gotten the best one. That's a short list, but it says it all for me about storage. It wouldn't surprise me if storage became LSI's fastest growing area, once they get it all assimilated. Now, for the rest of those products, let's rock and roll! Tony

To: nord who wrote (17027)	2/13/1999 5:53:00 PM
From: E. Graphs	Respond to of 25814

nord, Here are some comments made by an investor who it seems crashed the I/O conference mentioned earlier on this thread. He includes some comments on LSI. exchange2000.com Regards, E