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Technology Stocks : LSI Corporation
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To: E. Graphs who wrote (7804)11/14/1997 8:09:00 PM
From: shane forbes  Read Replies (1) of 25814
 
Hi E! That's interesting. Can't be certain but my feeling is that IOM will be the big winner here - not that LSI won't - just that if you are selling blades and razors, over the long run blades are better. So LSI sells the DCAM chip + whatever else and these go into 1 digital camera. Then IOM sells 1 Clik! Drive + 350 of the 9.95 little "digital film rolls" and makes a bundle of cash. From the Digital Camera perspective it sounds like they've got the answer to conventional photoprocessing film here. Should be huge. (Warning: all pure speculation here!)

Unless I'm missing something much more significant for LSI here...
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