Mark Edelstone
Mark Edelstone
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.
issues key watch
The key issues to watch from here would be the negotiations and litigations with other DRAM suppliers,
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.