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Technology Stocks : LSI Corporation
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To: M. who wrote (20178)10/14/1999 4:42:00 PM
From: Jock Hutchinson  Read Replies (1) of 25814
 
Yeah. My response is that Intel just bought DSP today. That means that INTC is a direct competitor to LSI's CDMA market. INTC already owns Level One. Intel standardizes. That means that the ASIC model could go right out of the window. But that's not all. Microsoft is moving into gaming--in direct competition with Sony. Thus, it looks to me that the recent weakness in LSI may have a lot more to do with the fact that Intel and Microsoft are moving into LSI's turf than just a sell off in semis. Even yesterday's announcement of the association with Hitachi foreshadows the need for future linkages just to protect LSI's interests. Thus, Wilf's words that "Anyone who goes head to head with Intel will get his head handed to him," may come back to haunt LSI shareholders if LSI chooses to remain a stand alone entity..

Does this mean that the price will drop out of LSI? Hell no. When a small company like DSP sells for $1.6 billion, the value of LSI's CDMA chip goes to at least that price, which means that LSI's CDMA chip has a floor value of $12 a share-- if LSI has the staying capacity.

Best Guess is that LSI gets bought up by one of the Japanese conglomerates within the next 18 months during which the Japanese economy becomes stronger.
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