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Technology Stocks : LSI Corporation
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To: E. Graphs who wrote (7773)11/13/1997 11:12:00 AM
From: shane forbes  Read Replies (2) of 25814
 
Hi E! Thanks for the DVD information. Unlike consumer electronics DVD players, PC DVD has an excellent chance of doing very well very soon. I've seen the price of these CD-ROM replacements drop to ridiculous levels. This will only spur demand. LSI should do extremely well. We speculated here that LSI should have the inside track since conceivably if you've developed a chip for DVD it does not take too much to adapt it to the PC. Very unusual for LSI to mention customers but hey maybe they are changing the way they do PR!

RE: DRAM you are onto something. I think I posted something here awhile back about the stabilization of DRAM prices sometime in 2H'98. I'll see if I can find it. Probably wise to focus on the 64 MB people or the companies with some kind of specialized niche. Perhaps the SRAM guys maybe a better deal (not sure). Assuming MU does not have the capacity in place for the higher MB chips who to pick - since most are foreign companies? I don't know much about the specifics of these companies yet assuming they can survive the next few months if DRAM demand surges and matches or (ideally) exceeds supply, the survivors will be making boatloads of money. The only area expected to grow faster than CMOS std. cells is DRAM at around 31% for the next 5 years. Yet there are something like 25 huge companies involved in this area so it's competitive as h*ll. Still as applications grow and PCs continue to flourish (including the sub-$1,000 PCs) demand can sometimes be insatiable. Finally spot DRAM is now so ridiculously low when a turnaround comes the incremental % changes in the price should be huge (whether this translates into profit I don't know!)

I think you're onto something here.
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