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Technology Stocks : LSI Corporation

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To: patrick tang who wrote (20348)10/21/1999 10:47:00 PM
From: E_K_S  Read Replies (1) of 25814
 
Hi Patrick- I really liked this comment from LSI....

"The rapid growth of the Internet infrastructure is proving to be a magnet for our highly integrated system-on-a-chip solutions," said John Daane, LSI Logic executive vice president of Communications, Computer and ASIC Products.

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Can you or somebody on this thread summarize LSI's contracts (and product production) of SUNW products. I know that LSI is the contract vendor to produce the SPARC chip that will be going into their new set-top box built by Scientific Atlantic. Next year Scientific Atlantic will be delivering many of these boxes to meet a Time Warner contract that SUNW entered into that may represent over a million units.

Is LSI's business with SUNW increasing as a percentage of their total business? If so do you know by how much? Sunw is but one of many companies participating in this Internet growth. I sure hope LSI can benefit too. Do you know of any other dominant Internet companies that LSI delivers product to?

EKS
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