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Technology Stocks : LSI Corporation
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To: E. Graphs who wrote (7769)11/13/1997 1:50:00 AM
From: shane forbes  Read Replies (3) of 25814
 
Hi E! Loved that post! I'm not the only one going nuts here. Anyway, something about semi-equip demand from a TI person:


One of the fallouts with the Southeast Asia currency crisis may
be a reduction in capital spending for DRAM wafer fabs by
Taiwan, Korea and other Southeast Asian countries.
Construction will be stretched out or postponed, and the
appetites for governments to subsidize these facilities appears to
be diminishing.

Let me add here that capital spending for conversion to 0.25
micron equipment, particularly for advanced logic, is expected
to remain strong.


--

I was beginning to worry there about the logic people with our "trendsetter" baby LSI pushing out the Gresham fab ramp. I think the logic people are the driving force for many of the equip guys at this point and so they cannot afford to see a slowdown here. In the TI talk I saw that bit demand for DRAM is up 90% this year - so maybe the concern that I had earlier about the 0.25u ramp resulting in too much supply at possibly the wrong time may be unwarranted. (At least for the DRAM guys there's hope - I have 64 MB on my computer and I'll probably be going to 196 MB within the next 6 months. These programming tools are becoming major hogs. Windows98 comes out next year - might trigger a surge in demand. I think the consensus is for demand to more closer match supply in 2H'98. A good thing probably.)

Finally noticed that MU has collapsed. It's almost back down to its embedded DRAM partner in arms - LSI. Where it belongs. Misery loves company. ;-)
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