SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : LSI Corporation

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Troll_29 who wrote (9934)2/20/1998 12:46:00 PM
From: shane forbes   of 25814
 
Troll:

LSI has HP as a customer. Whether HP uses LSI's DVD chips I don't know.

During the November Comdex thingie LSI had Micron Electronics as the representative PC OEM (and no other PC OEMs).

C-Cube (the big mouths!) recently announced deals with Packard Bell and others. But I did not see HP mentioned there.

You mentioned a way of finding out. I have one but it's expensive.

Open the DVD drive and check out the decoder manufacturer. If LSI I think there would be some kind of identification that the chips came from LSI. L64020 is the decoder product number. Not an engineer but I'm sure these chippie things have to be idenitified somehow and there must be some Lxxxxx on the chip if it were an LSI chip.

Another thing is that LSI may be one step lower here. In the sense that some other OEMs may be using LSIs DVD chip in PC Cards etc and then those OEMs would then ship to HP. So HP may not show up as a customer but HPs computers would nevertheless have LSI chips. So for instance a Japanese manufacturer may have built the DVD drive and then shipped the drive to HP.

DVD is a growth engine for LSI. They should generate around 40-60 million this year and hopefully ramping up much faster next year and beyond. Remember their base revenue is 1.3 Billion so 40-60 though big is not exactly a 30% revenue gain!
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext