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Technology Stocks : LSI Corporation

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To: Duane L. Olson who wrote (7661)	11/6/1997 9:26:00 AM
From: shane forbes	Read Replies (1) of 25814

OSO a revealing snippet about LSI: techweb.com LSI Logic Corp. chairman Wilfred Corrigan, in a keynote speech at the IP Forum here last week, said his company's management has "consistently underestimated" the difficulty of system-on-a-chip design and has had to limit LSI's core-based design efforts to parts whose high volumes justify the costs of the methodology. ---- Strongly recommended! Very very interesting story. --- It might be the "explanation" for LSI's woes that we have all been puzzled to understand. It might explain LSI's outrageously high R&D and poor factory utilization of the last 2 years. OSO it also expains my oft-vented beef about LSI and its million cell gates that are just not being used. See OSO they were so far ahead of the average Joe that their designs just became "too expensive". Yet I see a big silver lining here. First we know the "problem" now. Second the recent product announcement to reduce the design time 75% could, if successful, address this "core" (;-)) problem that LSI has been having. Maybe we could get real real lucky and the company could turn out low volume designs quickly and profitably thereby expanding its customer base and at the same time get some of the encroaching low-end business back from the Alteras of the world (pipe-dream but I can dream!). It certainly gives reason to hope. And it certainly could also explain why LSI has been tight-lipped for the last couple of year. This goes to the heart of their business and it's like a cankerous sore. Better address it soon or one, the advantage of being early to the game for LSI might evaporate as other companies catch up, and two, the competitors will thereby soon be storming the gates of the LSI ASIC fortress - if they have not already. --- !ELO - awesome article - makes me want to hope LSI will indeed have better days.

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