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Technology Stocks : LSI Corporation

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To: patrick tang who wrote (15084)	9/17/1998 1:54:00 PM
From: patrick tang	of 25814

How big can DVD be for LSI? .... biz.yahoo.com It said $40 ASP in that article. Assuming 100M x86 for '99 (~11% growth over '98) and 75% equipped with DVD drives, LSI gets 20% or market, ASP plummets down to $20 overall for '99 (starts at $30 and goes to $10 at year end), that's 100M X 75% X 20% x $20 = $300M. Give you I'm off 50% too optimistic, that's extra $150M in sales for LSI in '99 due to DVD alone. Wow! Margins should be fairly good too. Even the $10 price should be OK if they can make on 0.18um at Gresham vs others at 0.25um at TSMC and have to pay foundries first. They had better get Gresham going fast and get that fab debugged. patrick PS if we close over $13 today while DJ and Naz are down big, I would say that the Sept orders are looking healthy and that news is already 'out'. Oh well! Anybody dating Wilf's daughter?

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