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Technology Stocks : LSI Corporation
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To: shane forbes who wrote (10475)3/3/1998 9:13:00 PM
From: JMD  Read Replies (2) of 25814
 
Duane, fascinating post. With full disclosure, i.e., I am a QCOM nutcase, permit me to comment: LSI is barking up the wrong tree with GSM--they should be onto CDMA BIG TIME. Ericy is heading down Motorola's path with GSM. TDMA (GSM) will be crushed by CDMA. Not at all surprised to learn that VLSI layed off its troubles on Ericy who is prepared to go down with the ship supporting GSM installed base. Think IBM and mainframes. Would like to send your post to QCOM SI thread with your permission. Mike Doyle
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