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Technology Stocks : LSI Corporation

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To: Hightechhooper who wrote (13008)	6/12/1998 7:45:00 PM
From: shane forbes	Read Replies (1) of 25814

(np) A coin that's been in the pocket too long also has smudged sides. (1) We are not comparing apples and apples here. That 60% of 3.3 billion means 1.98 billion which is much (and I mean much) more than the sum of the ASIC and std. cell count that I'm comparing LSI with: pubs.cmpnet.com (add the IBM numbers and you get: 1050 + 315 = 1,365 for 1997 cp. to 800 + 350 or 1,150 for 1996. This sure as hell is no 70% increase.) (HA! and looking at the above IBM went up by 31% and not the 35% as I had been saying - LSI went up 42% in std. cells - this is the future and the numbers show LSI is not going backwards.) (2) STM also likewise has a broad definition for 'custom logic' chips. (3) We know IBM is good. I've said so here enough of times. (4) But it does not mean LSI is dead or doomed or decaying (for the nth billionth time) (5) Also some of IBMs counting may be for captive use and this part should be stripped out when comparing with LSI's revenues or revenue growth rates. (6) Anyway the article does mention LSI (as well they should since LSI is very good) and it does mention the shifting to a new chip maker problem (translated: LSI's fat pipeline will be plenty for awhile and in any case LSI has very good capabilities all over the place that IBM does not - networking as a big glaring example). (7) As I've said earlier, big picture, this is all about making solutions and there are plenty of products to address in the coming years for LSI to thrive with or without IBM's $100 million investment. The people who should be shivering are those who do not have the design experience and the commodity people - not LSI's problem. (8) O and BTW LSI will invest $240 million+ this year in R&D. Do we really know how much IBM puts forth into R&D. Do you really know how many years that 100 million is going to be spread out over? If it is over 3 years that's 33 million a year - peanuts, ok a lot of peanuts but nothing to get petrified about... Shane.

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