In the past, both VLSI and LSI have tracked rather closely. Wanted to let you folks know that VLSI beat the street numbers, and that VLSI CEO sees a real ROSEY outlook for semi's in general over the next TWO years. This follows Corrigan's announcement in October 1998 that semi's have bottomed and will have a multi-year run up.
Let's hope the GOOD NEWS spills over into LSI tomorrow. With so MANY semi companies beating their estimates for Q4, lets hope LSI's time has come !