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To: Moonray who wrote (10691)	3/8/1998 12:40:00 AM
From: shane forbes	of 25814

Moonray: Exceptional! You are right - the prices do go from 20,000 upto 55,000. So I agree the 30,000 is probably a nice (conservative) average. What's your guess? 250,000 routers in the world???? (No idea - wild guess) As you point out at least initially not all of those are going to swtich over to the 12000 series. Also from your sales %ge we may assume that CSCO has around 60% of the market. Saw something in the pre-release that said CSCO had 80 such routers "sold" internally and to customers by August 1997. So perhaps around 5,000 - 10,000 of these to be sold this year. That's 35,000 - 70,000 LSI ASICs. Even at a high $300 per ASIC that's $10m to $20m per year. Good but not huge. Should get bigger later. Most importantly I think LSI might be in a good position to nab futre business? I would bet the LSI ASICs are the main reason the routers are as good as they are! Shane.

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