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Technology Stocks : LSI Corporation

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To: shane forbes who wrote (15181)	9/21/1998 2:51:00 PM
From: patrick tang	of 25814

In two more Qs, we won't have to worry about fab utilization #s. Those old 0.35um fabs are obsolute - they can sit there at 0% utilization and the upturn will still be here. Just look at all the latest graphics chips e.g. Banshee, G200, TNT, Savage. Those chips need sub-0.25um for performance AND power. Even at 0.25um, those chips cannot go into OEM desktops because they need fans! IDT got it right - writing off $140M on 0.35um Oregon fab. Yes, the Taiwanses are supposed to be at 65% capacity for their foundries in July. BUT, they only have 5% capacity at 0.25um. If they can fab 0.21um graphics, the whole newer graphic stuff will just take off. At 0.35um, they are not ready for the big show. LSI with positive cash flow and still being able to fund their new fab is going to do REAL well when we get to sub-0.25um. patrick

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