Daniel, I was being sarcastic. Not toward you, but about LSI. I continue to think that LSI is just not a stock that lots of people want to own, for whatever reason. Other companies not doing so hot, operations-wise, but whose stock prices are healthy, are AMAT and MU. Hell, even CPQ and COMS, in their sectors, aren't that hot WRT operations. The big difference is people want to buy these stocks. LSI is Rodney Dangerfield. Compaq has nicknames given them out of irreverence on Dell, or their own SI threads...Dogpaq, CPigQ. How about a name for LSI? I'll go first. LSIck.
I have also wondered here whether the big picture is changing WRT LSI's business. What about ASICs, or SOAC, period? Is there a paradigm shift happening whereby customers are going back to using embedded controllers rather than ASICs? Not completely, of course, but enough to impact ASIC companies' business? Or, maybe Xilinx's and Altera's products are eating their way in. I think both of these may be happening, but LSI management won't tell us.
Tony |
