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Technology Stocks : LSI Corporation

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To: E. Graphs who wrote (9869)	2/18/1998 5:31:00 PM
From: DavidG	of 25814

E! I am not sure what is involved but I believe they need at least .25 micron fabs and they are working at .3 and.35. Also new test equipment for specialized chips do not come cheap but maybe it will continue to help my other stock Teradyne.<g> I am sure they are looking at 6 months to a year before they can ramp up to any significant competition and that assumes that have customers lined up to give them business over LSI and current competitors. Probably Shane can help us out with this one...I am not very good with sorting at the fundamentals between competitors. DavidG

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