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


To: bodie who wrote (17557)3/29/1999 3:52:00 PM
From: Tony Viola  Read Replies (2) | Respond to of 25814
 
Bodie, OK, I will show my ignorance. Can anyone translate this article into English, IE,
how does all this translate into revenue, and EPS?


Articles about a lot of LSI contracts and design wins get copied in here, but it is always difficult for me to translate them into potential revenues or EPS. They just get a lot of them, but there is very little feedback that I can see on what goes to the top or bottom line. The Rambus related article seems to be saying that LSI is tagging along with Rambus ultra high speed memory technology. Will LSI be tied directly to Rambus such that for all Rambus RDRAM DIMMs, or whatever, that get shipped, LSI chips or core logic go along? Who knows. Hard company to follow on a fundamental basis.

Tony