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


To: E. Graphs who wrote (18572)5/26/1999 9:30:00 PM
From: patrick tang  Read Replies (1) | Respond to of 25814
 
Welcome back E. You missed a lot of fun, but hopefully not the money, while you were gone. By the way, are you caught up will all the news, especially the two Lehman pieces regarding LSI's analyst meeting last week - they now expect to do not just $2B but $2.1B for this year. If that is the case, Q4 will be a barn-burner.

What does your crystal ball predict? Have been bounced off the bottom today or do we have to wait?

Looking at Sega with a $200 machine, I just cannot imagine Sony not introducing a PS 1 & 1/2 between now and X'mas. They need to fill that hole in the product line. If that is the case, then LSI must be doing the CPU/IC for that too, since it should just be a one step up from PSI. If that is the case, that might account for some of the extra bookings that LSI is seeing.

patrick