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Technology Stocks : LSI Corporation

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To: Tony Viola who wrote (12803)6/3/1998 8:25:00 PM
From: shane forbes  Read Replies (1) of 25814
 
(HyperPHY is cool + NT servers ?)

Tony:

Thanks.

My feeling after reading the white paper etc is that this is going to be a very very useful core for LSI. It will definitely be on their annual report timeline! So that means it will be the basis of several hundred millions in revenue in the next 2-3 years. It is a cool toy. Think VTSS is shaking just a tad?

What exactly is the 2 billion and 8 billion for NT servers? If this is server revenue I actually thought it would be more, much more (believe it or not). (or maybe it is just CPU server revenue - even then it looks a bit low). You're right - the server segment is INTCs to lose and that is where they will make the mucho dinero.

shane.
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