Glen, good thoughts, as usual... Somebody (everybody?) can correct me, but seems LSI has had an excess capacity problem ((they even had to delay the new Gresham (OR) plant a couple of times)), and FAB fixed costs are relatively high, so LSI (and VLSI and etc) do all they can to fill available capacity --which destroys margins, as Shane used to explain. That prevents a concentration of the sort many of us would like to see. But LSI has focused on a few promising markets, (which Moonray can spell out in better detail than I) -- and net, net, any sustained semi recovery ought to be right in LSI's bag. At least that is sort of our hope, right? <gg>
Thanks for the insightful thoughts, Glen, as we look ahead to LSI 70 (I'm a dreamer, too) :-)
tso |
