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Technology Stocks : LSI Corporation
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To: M. who wrote (20185)10/14/1999 6:37:00 PM
From: Jock Hutchinson  Read Replies (1) of 25814
 
I was referring to Intel standardizing its network offering. Wilf is not too far from retirement, and quite frankly, I think that he would rather cash out than go through another cycle. Yes, Qualcomm could pull the DSP plug, so it could work out for LSI short term. But the overall picture is that LSI is "In the right markets with the right products at the right time"--so right that the competition will be all the much greater with the big boys piling in.
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