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Technology Stocks : LSI Corporation

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To: shane forbes who wrote (9461)	2/4/1998 9:04:00 PM
From: shane forbes	of 25814

Here's some more: (3) Average design has 400k gates. ---- (4) LSI does indeed have a substantial number of the design wins in the FC area. The 80% was corroborated and is true. But darn I think it is the entire area with special focus on the storage area. --- (5) DataQuest final numbers for semiconductor growth for 1997 over 1996 is 4%. ---- (6) Cable STBs: LSI originally thought the cable area would be the area where STBs would rule. However the digital satellite people won the initial battle and LSI has done well (very well) here. As cable STBs come on line in the next few months LSI should not have much of a problem doing these designs. In fact the first designs for STBs were for the cable area. ---- more later.... ---- "What makes you feel like doing stuff like that" Juke Joint really rules.

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