LSI Corporation Message Board

STOCKTALK

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 Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Jack Whitley who wrote (19365)	7/19/1999 11:37:00 PM
From: shane forbes	Read Replies (1) of 25814

Jack: It remains to be seen how successful LSI is in the wireless area and CDMA in particular. In spite of LSI's claim that it has a more intergrated chip it's been awfully quiet lately on the news front. And this can't be a good thing for LSI IMHO. CDMA STB Digital Camera DVD Video Game Players Fiber Channel ... These are all large markets (meaning several million units per year over the next few years and growth rates in the high double digits or even the triple digits over the intermediate term) - LSI has a finger in each one of the pies. The question remains to be seen is whether the success is small/large or just 'average'. But it is better to be a player now than wanting to be a player later. Mr. Intel still is not a player and is on the outside looking in. If they ever decide to enter these markets, we'll see just how successful they will be. There is good entrenched competition in many of these and architectures that have been proven worthy that Intel does not have (DSP expertise, analog expertise, libraries of cores, MIPS processors for instance). As to CDMA that will take a long long time for Intel to get into as this is not even close to being 'easy' and competition is excellent.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next