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Technology Stocks : LSI Corporation

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To: Tony Viola who wrote (12971)6/12/1998 1:50:00 AM
From: SidStock  Read Replies (1) of 25814
 
Tony,

I havent seen much of IBM ASICS, but i have seen a lot of LSI.
I think I remember IBM ASICs at Bull italy, but that is about
it. I am quite sure when they say "customers" that includes
internal customers as well as external.

A couple of years ago IBM tried to get into the EDA industry,
but a lack of sales force and they finally had to scrap it. As for
ASICs, i dont see them having much of a sales force there
either? Its not like the mainframe peddler also sells asic's!

I see the web page states 70% over last year, but that
is over WHAT? 70% growth is pretty easy if you have very
little in the pipeline. IMO, Its all marketing fluff if you
ask me...

Sid
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