LSI Corporation Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : LSI Corporation

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Bernard Levy who wrote (8322)	12/11/1997 2:55:00 PM
From: shane forbes	Read Replies (3) of 25814

Broadcom is dominant no doubt. My point is LSI needs a high volume market - cable modems are just what Ted Turner ordered. Besides this is exactly the type of chip LSI does well. Remember in analog modems the companies like 3COM, ZOOM etc have to do the fighting and get killed with deteriorating prices etc. For the chip companies this heightened competition from the end companies is good because it converts to greater volume which spreads their fixed costs out... Besides with design shrinks they can take huge price reductions and still turn a tidy profit. Selling the chip is not like selling the modem... The price competition though fierce is not the end-of-the-world for the chip makers. To wit ADI announcement for 3COM (analog) system-on-a-chip modem. And MOT software modem that LSI incorporated into their cores several moons ago. There is a major market opportunity here and it would do LSI a lot of good to get a chunk of this market. The GSM market is highly competitive. Yet LSI wants to enter that market.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next