Doug, can't help on the specifics you're looking for, but re: our
earlier discussion, do you recall the following Company
posting?:http://biz.yahoo.com/prnews/97/10/27/lsi_x0004_2.html
It reminded me of an assessment Shane had made some weeks ago: that the value of LSI lay in it's design skills, rather than so much in its production capabilities. At the time, the comment was made that LSI might well provide the best ROI if it owned no Fabs at all.
That insight might well merge the two sides of our contention: you could assign lower value production to the lowest wage-cost region, while the high tech advantage of skilled design, at lower cost, would remain in "my court" -- the good old USA.
There do appear to be a growing number of positive articles about LSI's prospects, as witness the discussion of the Barron's article immediately preceding my post. Methinks LSI still has it's niche pretty much to itself, and will continue to improve (perhaps sharply) over the next several years.. (IMHO, of course).. dlo |
