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Technology Stocks : LSI Corporation
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To: Tony Viola who wrote (13392)7/2/1998 9:14:00 AM
From: DavidG   of 25814
 
Tony,

Thanks for your comments on the HDD chip comparison. On the surface it still appears like there is some competition by CRUS at the low end(IDE HDD). I do understand that LSI is making some chips for use on the HDD that is also being done by CRUS... and CRUS is now taking multiple chips in an IDE HDD and replacing most of them with a single chip.

I guess our biggest concern should be if CRUS's design puts them in the high end design which directly competes with Symbios SCSI interfaces instead of LSI's single chips...since that is where the large revenue stream is for the "NEW LSI".

Thanks,

DavidG
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