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Technology Stocks : LSI Corporation

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To: shane forbes who wrote (8218)	12/9/1997 5:31:00 PM
From: Duane L. Olson	Read Replies (1) of 25814

OWW, did you check out that technology for .08 micron feature size? Would you have any guess when this laboratory technology could be applied to real world chips?... I'm really obsessed with the fact that DPMI decided to put their new plant in facilities leased from LSI at Gresham -- a decision made AFTER all the bad news is out for the semis (and especially LSI). DPMI is the largest photomask company in the world -- and they did the .25 micron move with XLNX this fall. SO, when DPMI has demonstrated a capability, in conjunction with Lucent, to go to "sub-.10 micron" --- and they are putting a plant on LSI's premises capable of going down to .10 micron... Am I being overly optimistic to think that LSI MIGHT be planning on taking advantage of DPMI's capabilities --- like, as soon as feasible??... And doesn't that make an investment in LSI for the next couple of years almost reasonable?. <g> just thinking.... TSO The link;http://biz.yahoo.com/bw/971124/lucent_tech_dupont_1.html

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