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: E_K_S who wrote (18312)	4/26/1999 9:49:00 PM
From: patrick tang	Read Replies (1) \| Respond to of 25814

Now that's what I call a write-up! The best part I like - .."I think we'll be biting our nails for the rest of the year," said Dataquest analyst Joseph Byrne. No unadulterated exuburance here yet. Meaning the stock still have a long way to go. patrick

To: E_K_S who wrote (18312)	4/26/1999 10:25:00 PM
From: Moonray	Read Replies (1) \| Respond to of 25814

Wahooooo! Thanx for the story, Eric. This is as bullish as I've read since last June, just before Corrigan dropped 'da bomb. I'm ready for $3.00 earnings in '00. "We are now firing on all cylinders," said Bruce Entin..... o~~~ O

To: E_K_S who wrote (18312)	4/27/1999 9:54:00 AM
From: Jock Hutchinson	Read Replies (1) \| Respond to of 25814

To prepare for an unexpected shift in business, Corrigan acknowledged LSI has been in discussions with several major foundries. In an astonishing display of open-mindedness for someone so skeptical of the intellectual-property-to-foundry model, Corrigan said LSI could offload some of its capacity requirements to a foundry that would duplicate LSI's process. Conversely, foundry partners might be able to use capacity at LSI's new fab at Gresham if they run short of submicron capacity, as Feldhan and others are predicting. Last month, the Gresham fab was processing about 700 eight-inch wafers per week, with plans to ramp up to 3,500 wafers. The fab could process 5,000 wafers a week if extra equipment is moved in. This shift in thinking is the first time I have ever seen such statements in print. There has been a lot of discussion on this thread about the feasibility of being more integrated in terms of being both a foundry and using foundries. I for one think that this is an excellent idea that will bring about more stability in earnings over a period of years.