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Technology Stocks : LSI Corporation

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To: getgo234 who wrote (9128)	1/23/1998 3:00:00 PM
From: shane forbes	Read Replies (2) of 25814

getgo: I have to punt on this one! My sense has always been that LSI is sitting on a gold mine. It appears that they have to dig deeper than I had originally thought. But the gold is there (highly integrated SOCs with millions and millions of gates). Yesterday's example of a paradigm shift re: the networking chips falls right squarely into LSI's strengths. Would find it hard that LSI would want to sell. They are OEM suppliers to a huge base of products. Further I suspect that even say if LU did buy them the cost would be prohibitive. Can't sell off part of a fab! It's all or nothing... So I guess maybe I'm not punting - I doubt if LU would buy LSI. Or even be interested for that matter. There's a great argument here about letting LSI do all the R&D and let the OEMs such as Sony etc reap all the benefits of SOC integration and top notch fab capacity. If you are LU why take on the cost of development? Anyway LU is already heavily into ASICs I think. In the c.call LU was mentioned as a competitor. So can't see it happening.

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