Jock, thanks for your very informative LSI IR confab report here. Sounds like they have someone in IR there who's quite knowledgeable and forthcoming with the information.
Re Gresham, I have no feel for LSI's process and manufacturing capabilities, having knowledge of Intel and IBM only in that regard. Hope they are in the same ball park (and a small one at that, like Fenway).
As chip requirements become more complex, there is less competition among
different chip vendors and a desire by the purchasers to spread the business
around to keep everyone happy. Current competitors include Thompson, Lucent,
Texas Instruments, IBM, and to some extent NEC. LSI sees itself as distancing
itself from FPGA with its ASIC and Coreware products simply due to the size
requirements
This is indeed very good news for LSI. Having the superior IP, design, processing and manufacturing (hopefully on the last 2) to offer the customer should be a big advantage. Re distancing itself from FPGA, I would be very pleased to see LSI do the same thing to Altera and Xilinx WRT stock price, although I have nothing against those companies.
Thanks again,
Tony |
