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Technology Stocks : LSI Corporation
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To: shane forbes who wrote (15416)10/5/1998 1:40:00 PM
From: patrick tang   of 25814
 
Re: Whether they want to get into fisticuffs with the likes of Broadcom et al I do not know.

I hope that they do. To stay only at the high end would not grow revenue that much. In the long run, might not even be a viable business model. Once the 'little' Toyota and Nissan guys get enough business and cash flow, they will attack upmarket with ease with Lexus and Infinity. The reverse is not true, ala Rolls and Porches.

But to do that, they will need manufacturing efficiencies. I hope that they can get to that point within 3 years, starting with Gresham.

patrick
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