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

To: GS_Wall Street who wrote (18568)	5/26/1999 4:37:00 PM
From: patrick tang	Read Replies (2) \| Respond to of 25814

Greg, I do not look for revenues to be as high as yours but stock price roughly in that range or slighter higher for Q3 and slightly lower for Q4. I'll email you later with the spreadsheet that I worked out last X'mas. However, when Lehmann first started coverage on LSI about one month ago and at that time gave a pretty decent analysis of the whole situation, including ways to value the stock based on PE and revenue and so on. If you can, get a hold of a copy. If you can't, I think I have one printed out and can scan and email you through private email. Possible difference that I see that may be different from yours: 1. Q3 historically slow for everybody, so don't look for sales increase of 9% over Q2. 2. Once Q2 earnings show that LSI is on track, I expect the market to react and give a a decent PE ratio over the forward looking earnings. patrick