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Technology Stocks : LSI Corporation
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To: shane forbes who wrote (19440)7/21/1999 4:01:00 PM
From: DWB  Read Replies (2) of 25814
 
Cool, that means by holding both QCOM and LSI, I get to profit twice from the CDMA tsunami! When we were talking about their lack of customers last night, it got me thinking... and knowing how LSI is tight with the Japanese market and manufacturers made me think that if there's a likely place for their ASICS to show up, it's in filling out the needs in Japan (check out some of the recent news articles about IDO and DDI taking market share from DOCOMO... all on the back of CDMAone systems now coming online).

This is a veddy veddy gooot sign...;-)

DWB
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