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

To: Logain Ablar who wrote (18539)	5/24/1999 11:35:00 AM
From: patrick tang	Read Replies (2) \| Respond to of 25814

Last week LSI spring analyst info - lehman.com Looks like if things progress 'normally', sales increases are set for rest of year. They are queing wafer starts, upturn is definitely here. I look for 5-6% Q2 growth since they will be saving some for Q3, slow Q3 growth to be another 5% and then they'll take the lid off for the seasonally strong Q4. 8%+ for Q4 perhaps, assuming they continue to see visibility into Q1 '00? Now if the fed can just take their finger off the interest rate trigger ..... I suspect that LSI may go up around earnings in July once it is clear that the momentum is even greater than expected and earnings are verified to be on the way. patrick PS Thanks for the clarifications, Tim. Looks like SEEQ probably came at the full price advertised.