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Technology Stocks : LSI Corporation

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To: getgo234 who wrote (7407)	10/24/1997 11:25:00 PM
From: shane forbes	Read Replies (2) of 25814

If others here think the call should be available on the web site perhaps others can express their concern by sending a request by e-mail via LSI's web site. Most excellent idea!!! I will do the same! Conference calls yield so much information and for LSI not to record their calls is ludicrouse. They certainly could afford to!!! --- Re: flash memory. I think the guy's insight was that flash memory demand going down implied that there was diminishing demand for the gadgets that use flash memory. Say digital cameras. Hence the number of digital cameras goes down and therefore the demand for the processing chips (the kinds LSI builds) goes down. Hence LSI in trouble. That's that person's viewpoint. I don't know what to make of this but my immediate sense is that, for instance, digital cameras use such a small %ge of the flash memory, that just because the demand for flash memory goes down "overall" does NOT imply that the flash memory segment for digital cameras also has to go down. On the contrary, it may be a booming piece of the flash memory segment! Who knows? Many of LSI's non-gaming consumer products are still in their infancy and so it is difficult to make conclusions on these segments and their effect on LSI by merely viewing the trends of entire industry segments. Is ATMEL the one to watch for flash memory? Do you know if their flash memory business hurting? Or is this similar to 3Com and Intel awhile back re: the Network Interface Cards (Intel getting in therefore implication was 3Com would be hurt. But I think 3COM is more than holding its own.)? Maybe its Intel specific - though that may be my wishful thinking. Well at least PC demand is still strong (I hope).

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