Chip designer LSI
Then Nomura analyst Romit Shah poured gasoline on the fire. In a note to clients, he says that LSI's strength probably is bad news for Marvell Technology
LSI's share prices jumped more than 7% on this one-two combination, while Marvell trailed the flat market on Wednesday. In support of Shah's opinion on the recovery of hard-drive sales, both Western Digital
About four months ago, I complimented LSI for its crisp execution while celebrating the forward-thinking move to acquire solid-state storage specialist Sandforce. This week's news underscores my view of this high-performing management team, and I'm confident that my bullish CAPScall on LSI will pay dividends for years to come.
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