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

To: E. Graphs who wrote (17035)	2/14/1999 10:48:00 PM
From: Duane L. Olson	Respond to of 25814

E!.. Thanks for that project earnings summary on LSI.. And, hey, I don't think it is at all out of line to expect them to surprise on the upside--perhaps several times over the next couple of years, I hope. One reason is that fabs which can handle the narrower linewidths might become a premium. Surely LSI isn't going to have to take the low/no-margin work that they undertook last year simply to offset some of their high fixed costs, are they? And if not, Gross Margins could "Zoom", I presume? TSO Hey, it was kinda fun checking some of those old posts -- interesting how some of my views have changed--and some haven't!! We are finally getting into position to enjoy a long-delayed run, I suspect. One more major correction and "Off to the races" (imho)... tso