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Technology Stocks : LSI Corporation

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To: JMD who wrote (10616)	3/6/1998 2:01:00 AM
From: shane forbes	Read Replies (1) of 25814

//GSM thing Mike: Then why is there so much momentum in GSM. 1.25 billion Chinese can't all be wrong can they? Why would they go forward with a technology that has such a certain chance of being obsoleted very soon? And thanks about the European new std. argument. Makes sense to me. Anyway I tend to agree with you about CDMA long term. My more immediate concern is the present and how well LSI will sell its GSM chip. As long as it sells well (and I think it will sell very very well) I'm a happy boy. LSI's DVD experience thus far shows that being early in an emerging technology can hurt the bottom line over the near term. With the GSM chip I hope that within a year they'll be producing something in the range of 3-5 million chips/year and that's a motherload of dough for a very recent product introduction. CDMA can wait until volumes are sufficiently high. No point betting the entire company on too many emerging technologies! DVD, DCAM, that BBC thing etc are enough for now! Yes and I think you are right about QCOM and LSI. Again though what exactly LSI does for QCOM I do not know. Shane.

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