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Technology Stocks : LSI Corporation
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To: getgo234 who wrote (15327)9/30/1998 2:03:00 PM
From: patrick tang   of 25814
 
My own take on MML:

Sooner or later, LSI will need to have some type of MML with DRAMs. Too bad their previous 'joint developments' with MU never produced anything. But it is a lot easier to have a process than the IPs in cells, product definition expertise, customer relations etc. etc. That kind of IPs take a long time and effort to develop. MUch much more than just a process technology.

Even today, I think if LSI needs it, they can go out and purchase DRAM blocks.

The point of contention a few years down the road might be manufacturing efficiency. That is, is LSI wants to grow much larger in size and hang onto the markets that they have developed.

patrick
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