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Technology Stocks : LSI Corporation

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To: shane forbes who wrote (10486)	3/3/1998 10:46:00 PM
From: DWB	Read Replies (1) of 25814

Shane, GSM will do wonders for LSI's bottom line, the installed base is not going to dry up and blow away, no matter how much QCOM's minions would like that to be the case. If LSI wants to sell large quantities of chips... GSM is currently where the lions share of the market is. If they also put out a CDMA chip, then all the better. I read a blurb in the online WSJ that did attribute the VLSI GSM shortfall to Ericsson, but it wasn't related to SEA directly (at least not according to the article). Instead, it was the continuation of an Ericsson effort to drawdown their current chip inventory, most likely in preparation for the next line of products coming to market. DWB

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