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Technology Stocks : LSI Corporation

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To: Grand Poobah who wrote (12371)	5/14/1998 11:24:00 AM
From: shane forbes	Read Replies (2) of 25814

Bingo! So that's what I should be calling my 5 (now 6, now 7) horsemen MSOCs! That to me is the essence of the LSI model - these monster high volume highly integrated chips. Those Product Cycles will be big. Again the Street is missing a fundamental shift in LSI's business because they are focusing on the immediate future and earnings. Longer term we shall see! Shane. (thanks - excellent article. so while others are on SOCs LSI is moving onto MSOCs! One of the questions I really wanted to ask LSI at the meeting was the volume distribution of their chips now and what they expect it to be in the future - if this histogram changes the way I think it should - we have the confirmation of a subtle change in LSI's business - one that the street is missing - and bingo we are more than likely golden long term.)

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