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LSI Corporation Message Board

  • The_Curler The_Curler Sep 4, 1998 3:50 PM Flag


    in light of the present business environment in
    the chip industry it does seem that consolidation
    would be a viable option. My question: consolidate into
    what? I don't know what companies would have the most
    profitable synergistic relationship (obviously the market
    did not like our attempt with symbios) in a sector
    which seems to be very fragmented in overall direction
    - none of which have profitable

    Maybe cash is king, and only the strong balance sheets
    will survive.

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    • Now you have sold out the stock...Go away...

    • OK..I've been doing really well on other stocks
      but took a hit on this
      one; I am getting out; why
      park my money here when there is almost no movement on
      this stock; I think you guys are going to wait a long
      time for long!!

      No body wants this stock!!

    • Seems reasonable. For a rebound in the
      I'm "boubling up" so to speak by buying ADI.
      think it will have more pop short term.
      AMD another
      possibility although I generally
      hate the stock.

    • trendrider,

      I believe that LSI should get
      back to the $15 area within a month. This is where the
      stock belongs short term. It will hover in the $15-$18
      area until there are enough signs of a turn around in
      the semi industry. The industry will take a couple of
      additional quarters to work out the excess inventory, as
      well as firming of Asian markets. If it happens
      sooner, I won't be disappointed.

      The LONG term
      (2-3 year time frame) should bring the stock back to
      the $35-$40 area. This in my opinion, is a reasonable
      expectation i.e. not hype or overly optimistic.

      interview with Corrigan is very telling, I do believe that
      he is right when he says that capacity is being
      taken off line much more so today than in the past.

      He also mentioned the fact that this is the longest
      lasting downturn in the industry. It should also be
      assumed that these same factors will cause a huge rise in
      the industry when it rebounds, due to shortages from
      low capacity. Remember, Wafer Fabs do not happen
      overnight, and cost tremendous amounts of


    • Today wasn't a big move given the
      market. Wait 'til tax selling ;-(
      We're stuck her for
      a long while
      lsi'ers. Grab a snickers!

      the way, lot's of "deals" but
      no volume/revenue.

    • LSI has finally showed some strength to the upside let's hope this sustains and these ridiculous prices was the last of LSI'S teenage years.

    • time to go long with llsi

    • While it is too early to say what will happen to
      the $$ yrading levels against the yen and European
      currencies in the long term. You are correct in that, if it
      weakens, it would defenitely be a plus. It would boost
      earnings from international


    • If U$ is weakening vs major currencies, LSI may
      report extraordinary gains from currency hedging,
      specially the profits/sales from its subsidairies from
      Asia. My feeling is this stock will rebound on Monday,
      it will depends on the result of Russian political
      situation. It is purely trading buy/sell. I am serious to
      take a close look @ $10.

    • I respectfully disagree. VLSI warned of 5%-10%
      sales declines. VLSI did not give guidance as to the
      effect on the earnings, leaving the market to figure it
      out. The market did (DLJ and Banc Boston forecast 3rd
      quarter at break even), it punished the stock severely
      (ok, it continued to punish it).

      LSI on the
      other hand, said the following :
      ``Less than
      anticipated order input during the first six weeks of the
      third quarter is expected to result in 5-10 percent
      lower revenues and EPS in the low-to-mid teens,'' said
      Wilfred J. Corrigan, LSI Logic chairman and chief
      executive officer.

      If the statement proves accurate
      when earnings time comes around, the street will not
      have to figure out the EPS for the quarter, it was

      Admittedly, both stocks have been punished well beyond reason
      and fundamentals. VLSI is below book value, making it
      a value buy for the patient investor (18 months to
      2 years for a 2-3 fold ROI, IMHO). LSI, is a buy at
      current levels. Mr. G just admitted, the central bank has
      changed its stance from an inflation watch to "deflation
      and recession" watch. I know, he did not state this
      word for word, but it is my interpretation of his
      speech. He always likes to be ambiguous enough to not
      show his full hand.

      If the USA goes into the
      economic tank, all bets are off. But I think it will prove
      unlikely, given that in my opinion, Mr. G will lower rates
      before year end, and Japan and HK will continue to
      reform their systems, albeit slower than we would like.
      This should also provide enough confidence in the rest
      of the Pac Rim (sp?) for a turn around. Europe will
      start its EU (European Union) next year, this should
      also be a major plus for multinationals, making it
      easier to conduct business on a single european currency
      (LSI being a multinational company should also benefit
      from this). All of this will keep the USA from falling
      into a recession.


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