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

To: patrick tang who wrote (18158)	4/20/1999 12:06:00 PM
From: Ross	Read Replies (1) \| Respond to of 25814

OK, I'll demonstrate ignorance. What is ve? (eom) Ross

To: patrick tang who wrote (18158)	4/20/1999 8:42:00 PM
From: patrick tang	Read Replies (2) \| Respond to of 25814

Q1 - LSCC 7% sequential Q growth, IDTI & CY neutral: Q1 score card for semis: +ve - MOT, ALTR, INTC, PMCS, STM, VLSI, TI, LSI, LSCC, BRCM neutral - MU, IDTI, CY -ve - AMD Issued projections on Q1: +ve - TSM (and guess whom they make wafers for?) neutral - -ve - patrick From above, I dare say that general semi upturn has indeed begun. Anybody who's got any IPs are under well. Memory still has a way to go though. If LSI turns in 5% to 6% increase for Q2 and continue to hit their operations target, I think my Excel prediction should not be that far off the mark. Now are we going to get a 2 year ride (starting from last Q4) or do we get more than that?