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Technology Stocks : LSI Corporation
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To: getgo234 who wrote (9563)2/8/1998 6:11:00 AM
From: shane forbes   of 25814
 
getgo: here's some stuff from the financial times article and how INTC may be going after the STB market:

Even as Intel shifts gears to address the "basic PC" market, the company is
also aiming to ensure that its chips are used in a new generation of television
set-top boxes. These units, which are expected to sell for about $200-$300,
will enable cable TV viewers to receive digital television pictures and internet
services and they represent a potentially huge new market.

While lower-cost PCs and set-top boxes may boost Intel's sales, analysts
predict that the company's profit margins will decline as it moves into these
very cost-sensitive markets.

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And something about Sun's Java chip

Embedded microprocessor markets are growing quickly in size: companies
such as Motorola and IBM are targeting this market with low cost versions of
their powerful PowerPC microprocessors. There is also a move to add Java
processing capabilities to embedded microprocessors and microcontrollers.
Sun has licensed its PicoJava processor core to several big chipmakers
around the world.

Adding Java processing capability to a microprocessor does not take up much
space on the chip but it allows systems that use such chips to be able to
quickly process programs written in the computer language, without needing
an operating system and large amounts of memory.

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And about SOC market size

Analysts estimate that the system-on-a-chip market will be worth about
$15bn by 2001 from about $4bn this year. The leading suppliers in this
market include companies such as IBM, LSI Logic, VLSI Technology and
Lucent Technologies.

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