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: Jock Hutchinson who wrote (18192)	4/20/1999 6:22:00 PM
From: Ram Seetharaman	Respond to of 25814

Good Job!

To: Jock Hutchinson who wrote (18192)	4/20/1999 10:43:00 PM
From: Skywatcher	Read Replies (1) \| Respond to of 25814

BRAVO Jock! Truly worth the time to read and get a few thoughts of yours thrown in at the appropriate times.... chris

To: Jock Hutchinson who wrote (18192)	4/20/1999 11:48:00 PM
From: patrick tang	Read Replies (1) \| Respond to of 25814

Jock, between you and Wilf, you just about got everything covered - detailed operations model on target and detailed road map too, Sony $ should not fall off, pan-Asia started off very strong Q1, 5% to 6% Q2 growth , G12 0.18um well accepted (also told to me by other people) and should ramp fast down the road, like the 1.2 b-to-b in consumers (personally I am sort of taking their hi end stuff for granted and hoping they will aggressively pursue the consumer stuff and my wish's coming through). Also listened to the radiowallstreet interview. Wilf said a couple of things in that one that he did not say this morning: 1. he mentioned the industry has started a multi-yeaar upturn 2. digital TV turning on soon. I think digital TV is going to happen fast and furious in about two years. As such, I am starting to think we may have a ride that might last over 2 years. If that is the case, we just might get the magic $100/share! Congrads to all the longs and good night patrick ZZzzzzzzzzz.....

To: Jock Hutchinson who wrote (18192)	4/21/1999 1:02:00 PM
From: akmike	Respond to of 25814

Jock-Great report,many thanks! I think you covered all the words,but maybe omitted the important body language? <vbg> It is hard to find the down side in anything which was said and there was much positive for sure. The news on the Gresham ramp had to have relieved analysts since those things aren't always so smooth. If we get to breakeven there in the 4Q how much beyond breakeven before we are capacity-constrained? It is my understanding that it is relatively simple to add capacity at Gresham-does this match your understanding, and if so, how much can be added? Again,many thanks for your usual fine job. Best regards, Mike