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Technology Stocks : LSI Corporation

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To: Paul Lee who wrote (18737)	6/8/1999 6:14:00 PM
From: Jock Hutchinson	Read Replies (1) of 25814

MOS Logic: The global logic market, which includes standard cell, gate array and PLDs, will grow faster than the worldwide semiconductor industry this year. The overall market will grow from $21.1 billion this year to $31.2 billion in 2002. Particularly noteworthy is the near doubling of the standard cell market from $6.7 billion this year to $12 billion in 2002. At the same time, the gate array market will continue to decline from $2.3 billion this year to $1.9 billion in 2002. The steady 20 percent-plus compounded annual growth rate for standard cell, coupled with the flattening of the gate array market, illustrates the global movement toward "system on a chip" integration. Since LSI is currently the leading independent producer of standard cells, the above forecast is extremely positive news. A doubling of LSI's revenues (Gods knows from what base) would be extremely positive news, and the sort of thing that would portend of LSI hitting 100 by 2001. I would also note that a portion of LSI;s gate array business is military, and is not subject to price pressures or cancellation. Thus, Dahne's mantra of the right products in the right markets at the right time seems to be coming true.

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