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Technology Stocks : LSI Corporation
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To: DavidG who wrote (10119)2/24/1998 10:12:00 PM
From: Duane L. Olson  Read Replies (1) of 25814
 
David..PMFJI again...The potential Korean competition in the ASIC market is of interest... Within the article to which you linked, I find the following the most significant: "In this business, you've got to have some deep pockets," Mr. Gurnee said. "The Koreans will do fine in the short term, but long term it's a little bit of a hurdle. They have the will to compete, and that counts for a lot. The question is whether they will have the determination and all the things that go with it."
Translatiion: The Koreans may not be able to locate the capital to remain serious players in the ASIC market, going forward. And in any case they will find the trek a difficult one... JMHO... Duane
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