Mark Edelstone
Mark Edelstone
issues key watch
The key issues to watch from here would be the negotiations and litigations with other DRAM suppliers,
although clearly easy execution focus lack
Although it's not easy for anyone, LSI has clearly underperformed. It comes down to a lack of focus and execution.
accelerate demand drive earnings expect half increase mix normal pc positive price product quarter richer second sharp strong windows
We expect seasonally normal PC demand and a richer product mix to drive a positive first quarter earnings surprise. PC demand should accelerate in the second half of 2000, (driven by) a strong economy, Windows 2000 and a sharp increase in microprocessor price performance.
group line positive quarter quite sector solid
The quarter was quite solid and pretty much in line with our expectations. We think this is a positive for the whole group and we are quite positive on the sector for 2000.