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Technology Stocks : LSI Corporation

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To: Marc Bourgault who wrote (9159)1/26/1998 5:23:00 PM
From: Tony Viola   of 25814
 
Marc, >>"Is this news regarding Sony teaming up withj a chip maker of any interest regarding the Sony
Playstation?"

First, Fujitsu is far more than a chipmaker. They are a highly vertically integrated company that makes everything from chips to mainframes to peripherals...sales about $37 billion a year.

Second, they are world class in semiconductors, among other things.

The article did say that, even for the biggest ones, it was getting prohibitive for individual companies to develop things as complex as microprocessors alone (witness the Intel - HP joint Merced development). So, this is not necessarily any threat to LSI's Sony Playstation business. Also, the article mentioned microprocessor, not ASIC. However, one never knows.

Last thing, the Japanese companies have been known for years to get together in joint developments, even between rivals. They are quite nationalistic, and whatever is best for Japanese business/economy is highly condoned by the government.

Tony
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