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Technology Stocks : LSI Corporation

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To: Jock Hutchinson who wrote (19942)	9/14/1999 8:15:00 PM
From: patrick tang	Read Replies (2) of 25814

Yes. Agree 100%. But can you imagine if there is some changes in the fundamental view of the business of this company e.g. PSII takes off, Fibre Channel suddenly becomes THE way, they take >40% market share in CDMA ... By the way, Sony is aiming for 1M PSII by end of Q1 '00. If all that gets shipped from LSI in Q1, that will approach the half run rate for PSI, I bet. The PSII also has hard d. So LSI's chip also takes care of hard d interface. No wonder Wilf said that their PSII chip will be worth more in value to LSI than PSI chip. patrick

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