3SOF

If David's old thesis still stands, this may as good a opprotunity as any to partcipate. Close 9.98 off recent high of 10.52:

http://stockcharts.com/gallery/?lsi

Could be a momo play for tomorrow night earnings. Company did guide the street higher earlier this month. Should be interesting. Price still sitting at 9.90.

http://www.stockta.com/cgi-bin/analysis.pl?symb=LSI&num1=3&cobrand=&mode=stock

73 readers, no comments. Oh well, I guess I'm just talking to myself, just like at when I'm at home with wife and kids.
Well, here goes....
"Tom, did you see that article about LSI's earnings being guided higher?"
'No, not really, haven't had the time.'
"Here it is, I hope you find it interesting."
'I'd better, or you know what I'll do to you,....you little *@#!'

LSI Logic Raises Q2 2005 Revenue Range


LSI Logic Corporation(LSI) Quote, Chart, News
All PRNewswire New- Storage Components Lead Sales Growth 


    MILPITAS, Calif., June 10 /PRNewswire-FirstCall/ -- LSI Logic Corporation LSI today increased its second quarter 2005 revenue guidance to a range of $465 million to $475 million. LSI Logic previously forecasted second quarter revenue in the range of $450 million to $465 million.

    "Strength in Storage Components is the primary driver for the greater-than-anticipated growth of our second quarter revenues," said Abhi Talwalkar, LSI Logic president and chief executive officer. "We are also seeing better-than-expected growth in our DVD recorder and overall ASIC products."

    LSI Logic will not hold a conference call today about this news release. The company will report its second quarter financial results, provide its third quarter 2005 business outlook and hold its quarterly conference call on Wednesday, July 27, 2005.

    Notwithstanding this news release, it continues to be the company's policy to not comment on financial analyst estimates or to provide periodic financial guidance updates. 

   

Hold thru the earnings report + CC ??

Number One, let me be the first to give you an applaud. You've been around awhile, you deserve more, and you responded to my post. Hell, we're brothers now.
I thought I would just speculate a little here today, bought 2000 @ 10.00 pre-market. If things don't heat up, I'll hold on to close. If it drops below, say, 9.70, I'll sell.
Although semis are strong right now, everyone seems to want to sell on the news. That sucks.

You have any estimates on the earnings

They guided up an additional 10 million in rev. (see my post). Any over that would be a positive.

Chips Snap: PMC-Sierra, LSI Logic Surge
Monday October 16, 3:33 pm ET
By Betsy Schiffman, AP Business Writer 
Despite Little News, PMC-Sierra, LSI Logic and Marvell Enjoy a Run-Up


NEW YORK (AP) -- Chip stocks charged ahead in Monday's trading, with PMC-Sierra Inc., Marvell Technology Group Ltd. and LSI Logic Corp. leading the group.
Although the company had no news to report, PMC-Sierra Inc. shares shot up 33 cents, or 5 percent, to $6.99 on the Nasdaq, ahead of the company's third-quarter results.

The company, which makes integrated circuits used in the telecom industry, is scheduled to release earnings on Thurs., Oct. 19.

Similarly, Marvell Technology Group Ltd. shares jumped 76 cents, or 4.4 percent, to $18.06, although there was no news from the company. Some investors on speculated that the stock was moving in conjunction with an analyst's prediction that Apple Computer Inc. would introduce an iPhone at a MacWorld conference as early as January 2007.

"Based on our recent checks, we expect Apple to unveil two models of its widely anticipated cell phones in early calendar year 2007," said Prudential analyst Jesse Tortora, in a note to clients.

While Marvell's integrated circuits are used in Apple's iPods, Stifel Nicolaus & Co. analyst Cody Acree dismisses the idea that the Apple phone rumor could move Marvell shares.

"Marvell is already in Apple iPods -- if the stock is going to move 4 percent on something, you would think it would be news," Acree said. "Marvell is one of the most beaten up stocks in the group and it's one of the higher quality names. It's more likely that buyers are just getting back into the space."

Elsewhere in the sector, shares of Asyst Technology Inc., a maker of equipment used to transport semiconductor wafers in the manufacturing process, surged in afternoon trading on Monday after the company said it narrowed its first-quarter loss and posted an operating profit that topped Wall Street expectations.

The stock, which has traded between $3.84 and $11.20 over the last year, was up 74 cents, or 9.3 percent, at $8.70 in afternoon trading on the Nasdaq.

LSI Logic Corp. was another mover, rising 31 cents, or 3.6 percent, to $8.90 on the New York Stock Exchange.

Another good stuff right here....

LSI

Quote from: Terliso on October 17, 2006, 01:57:45 AM
Another good stuff right here....

Ohhh yeah, definitely a good stuff....ha ha ha..

It is so fun, every stock is going up, weeeeeeeee

By the way this is the news of the jump


LSI Shares Jump on 3Q Profit
Thursday October 26, 12:26 pm ET 
LSI Shares Jump on 3rd-Quarter Profit; Positive Trends Seen Continuing Into 4th-Quarter


NEW YORK (AP) -- Shares of LSI Logic Corp., an integrated circuit and data storage chip designer, rallied on Thursday after the company impressed investors with earnings and acquisition news.
LSI said late Wednesday it swung to a third-quarter profit of $43.6 million, or 11 cents per share, buoyed by growth in its storage business. The company also said it agreed to buy StoreAge Networking Technologies Ltd., an Israeli maker of data protection software, for $50 million in cash.

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ThinkEquity analyst Eric Ross, who has an "Accumulate" rating on the stock, noted that the company's storage business made up for softness in the consumer business, and predicted current trends would continue in the fourth quarter.

"Storage systems is headed for its strongest seasonal quarter, while consumer (business) slows," Ross wrote in a note to clients. "Although not a sexy, fast-growing stock, we believe LSI could continue to see stable gains."

Merrill Lynch analyst has a slightly more skeptical take on LSI's consumer business.

"Company performance continues to be dragged down by the consumer business, which showed a 28 percent sequential decline," Osha wrote in a note to investors.

"The good news is that as the business continues to shrink, it impacts LSI's overall performance less and less. The bad news is that LSI's management still seems committed to the consumer business, and even has hinted that scale would be an asset. We believe that market would take a dim view of any LSI acquisition in the consumer semiconductor space."

Shares of LSI, which have traded between $7.41 and $11.81 over the last year, were up $1.37, or 16.4 percent, at $9.72 in afternoon trading on the New York Stock Exchange

20% in two days, take that profit above 10.00 @ the right shoulder.... It could be now or around $10.40

LSI Media Processor Architecture Wins Prestigious CES Innovations Award
Wednesday November 8, 8:00 am ET 
LSI Domino[X] Architecture Wins the 2006 International Consumer Electronics Show Innovations Design and Engineering Award for Enabling Technologies


MILPITAS, Calif., Nov. 8 /PRNewswire-FirstCall/ -- LSI Logic Corporation (NYSE: LSI - News), the pioneer in media processing technology, today announced that the Consumer Electronics Association (CEA) has selected the LSI Domino[X](TM) media processor architecture as the winner of the International Consumer Electronics Show (CES) Innovations Design and Engineering Award for Enabling Technologies. The Domino[X] architecture will be displayed in the LSI booth #15200 at the International CES, held January 8-11, 2007, in Las Vegas.


Each year the CEA honors the most innovative consumer electronics products with the International CES Innovations Design and Engineering Award. The award has become a hallmark for the best designed products in consumer technology. A preeminent panel of judges evaluates products based on the following criteria: user value; unique and novel features; contributions to the quality of life; and aesthetic and design qualities.

"We are excited and pleased that the CEA has awarded the prestigious International CES Innovations and Design Award to the new Domino[X] architecture," said Umesh Padval, executive vice president, Consumer Products Group, LSI Logic. "The CEA's recognition validates the importance and impact of this new architecture for next-generation consumer electronics and professional broadcast products, as the industry transitions from MPEG-2 to H.264/VC-1."

The Domino[X] architecture is based on many years of experience in providing professional-grade, Emmy Award-winning video compression technology. The architecture has an innovative multi-core media processor approach that is flexible and scalable enough to address high-performance professional codec solutions, as well as cost-sensitive consumer electronics products. Benefits of the Domino[X] architecture include:


    --  Optimal balance between hardware and software that enables new
        applications at right price points;
    --  Robust software that preserves software investment and reduces product
        development risk and system-level costs;
    --  Encoding, decoding and transcoding of DV, MPEG-1/2/4, H.264 and VC-1
        video compression standards and associated audio standards for
        interoperability and backward compatibility between products;
    --  Transcrypting (content security) to enable content sharing while
        maintaining content owner rights; and
    --  Patented DVFX(TM) (www.dvfx.com) technologies for high-quality video

LSI Processor Enables 3D Graphics, 3D Sound, and Mobile Video for Sub-$100 Consumer Electronics
Monday November 13, 8:00 am ET 
ZEVIO 1020 Processor Provides Best-in-Class Cost, Power and Performance for the Expanding Digital Consumer Appliance Market, Including eToys and Portable Navigation Devices


MILPITAS, Calif., Nov. 13 /PRNewswire-FirstCall/ -- LSI Logic Corporation (NYSE: LSI - News), the pioneer in media processing technology, today announced the ZEVIO(TM) 1020 multimedia application processor, the first LSI standard product IC based on the ZEVIO architecture, announced earlier this year.

With the new ZEVIO 1020 application processor and complete development support tools, manufacturers can quickly design cost-sensitive consumer electronics products that require low-power consumption, advanced graphics, and digital audio and video processing. The ZEVIO 1020 processor is highly optimized for electronic toys, navigation systems and other innovative consumer electronics products.

"LSI has designed the ZEVIO 1020 processor to enable the optimal balance of cost, power, and performance for a variety of portable multimedia applications priced under $100," said Melvin Hirata, director of marketing for ZEVIO products, Consumer Products Group, LSI Logic. "Providing a production- ready application processor and key development tools reduces complexity and accelerates time to market. This complete package gives our customers a significant advantage in the highly competitive consumer electronics market."

The ZEVIO 1020 solution is designed to achieve best-in-class cost performance with lowest power consumption by distributing the tasks among multiple processors running at optimal speeds. The ZEVIO 1020 processor is highly integrated and includes an ARM9 core for general purpose processing, a ZSP400 for multimedia processing (such as H.264 BP video decoding), a 3D graphics core, and a 2D/3D MIDI sound core. It also integrates a video DAC (digital-to-analog converter) for direct TV output and an SDIO (secure digital input/output) card slot for data storage or additional peripheral expansion.

To enable longer battery life for portable consumer electronics products, the ZEVIO 1020 processor is optimized for low power-consumption, typically consuming less than 150mW. Co-developed by mobile entertainment design experts from KOTO CO. Ltd, the 3D graphics core is designed with a focus on low cost, low power and ease-of-programmability (as is the LSI 3D sound core).

"Application processors that can effectively address the unique requirements of digital consumer appliances priced under $100 -- a key price point for mass market adoption -- will succeed in this growing market," said Stephanie Ethier, industry analyst, In-Stat. "With the Zevio 1020 processor's feature-performance combination and software ecosystem, LSI is strategically positioned to enable digital consumer appliance products, which are expected to reach 81 million units worldwide by 2010."

LSI has engaged with a number of software development partners to provide complete solutions for the ZEVIO family of products including: ACCESS CO., Ltd.; HI CORPORATION; and Techno Mathematical Co., Ltd. ACCESS's flagship NetFront(TM) web browser and uMore(TM) real-time operating system, HI's real- time 3D graphics middleware MascotCapsule®, and TMC's low-power mobile video decoding algorithms all contribute to faster time-to-market and low power consumption for products built with the ZEVIO 1020 processor.

The ZEVIO 1020 application processor is based on the LSI ZEVIO architecture that enables system designers to cost-effectively design complex, low-power and highly integrated System-on-a-Chip solutions. The multi-core architecture allows seamless integration of IP cores for product-specific customization to address unique customer requirements. The ZEVIO 1020 solution is the first standard product available from the ZEVIO multimedia application processor family.