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Technology Stocks : LSI Corporation
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To: Grand Poobah who wrote (11003)3/19/1998 6:07:00 PM
From: shane forbes  Read Replies (2) of 25814
 
GP:

RE: how did you become so knowledgeable about the semiconductor industry

Simple really! Trying to figure out why the *&$%#@! blazes LSI has not been doing way better than the average semi stock. I do have a Physics degree as well so that helps. But don't be fooled by the apparent "knowledge" - I know very little "technical" stuff. More interested in the big picture per se.

Perhaps I quoted Mr. Gordon Moore incorrectly. My subscription to Red Herring has lapsed so I took no more than a quick peak at the issue at the magazine stand and based what I wrote on memory. (My guessing now that you made me think about it!: At around 0.1 microns with an atomic radius at about 1 angstrom or .0001 microns, when the line-widths go to 0.1u we are "just" a 1000 times bigger than the size of an atom? That's awfully close to the absolute limit of the atom's size aren't we? Tough to get things to work and be separate and act "predictably" when there could be quantum mechanical "interference" from the atoms when they are so close together?)

Any way Red Herring will come out with the text of the article on the their web site sometime next month I think. Also I agree the industry has moaned about this kind of thing in the past and some invention has always come along to "magically" cure things.

So being an ex semiconductor employee in your opinion is LSI a good company - technically i.e., R&D wise? Is LSI considered a has-been or a gonna-be?

Shane.
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