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Technology Stocks : LSI Corporation
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To: All Mtn Ski who wrote (19869)8/31/1999 11:44:00 AM
From: Tony Viola  Read Replies (1) of 25814
 
Tom, I don't know how IBM's announcements re programmable network controller chips may affect LSI, but Intel is coming out with the same type of chips also. IBM and Intel, oy. Remains to be seen how Cisco (just announced $2 billion tech agreement with IBM, incl. chips, today) takes to these new non-ASIC chips from the 2 big I-guys.

Tony

ELECTRONIC ENGINEERING TIMES : SANTA CLARA, CALIF. - IBM Corp. today will detail a
slew of architectures and initiatives-including a network processor integrating 10 RISC cores-as its
microelectronics division drives toward a broad offering of merchant communications silicon.
Meanwhile, Intel Corp., leveraging two recent acquisitions in communications chips, this week will
publicly sketch out plans for devices that will serve a broad spectrum of public and private data
networks.

The two semiconductor giants will go head-to-head as they apply their process technology prowess to
redefine themselves as building-block suppliers for the next generation of Internet equipment. Both hope
to ride the coattails of a trend among systems makers to build fewer costly and time-consuming ASICs
for each new product and rely more on standard programmable processors.
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