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Technology Stocks : LSI Corporation
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To: shane forbes who wrote (12297)5/12/1998 9:39:00 AM
From: Grand Poobah  Read Replies (1) of 25814
 
Here I'm gone for a couple days and not only does LSI drop but Shane's off to NY to tell the big bad Wilf what big teeth he has. The things you miss when you're not paying attention.

Shane, re:
Check these questions out:

(1) Aren't you concerned that LSI's success will draw large Japanese, Korean and US companies with greater resources to apply?

Toshiba? Hitachi? Samsung? others? Yes, I'm concerned. Especially with DRAM turning less profitable and easy credit for profitless product lines becoming harder to obtain in Asia, I can see these giants turning to another arena. But it's not all that easy to pick up and move into new markets. I don't consider any of my investments in the semiconductor industry to be more than 3-5 year commitments, and I think it would take that long for someone to become a legitimate threat to LSI if they were starting from scratch.

(2) Would you call LSI an ASIC company?

Yes.

(3) Is the talk about single-chip systems real?

Yes, but not for a few years. LSI's got as good a chance as anyone, I think.

Do you (or others) know the common link in these questions?

No. Is this a trick question?

And do you (or others) know the answer to these questions?

No, but that doesn't stop me from shooting off at the mouth (or the keyboard). :)

And are you (or others) comfortable with the answers to these questions?

It doesn't worry me that much about LSI at this point, if that's what you mean.

G.P.
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