LSI Corporation Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : LSI Corporation

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: shane forbes who wrote (12955)	6/11/1998 7:31:00 AM
From: shane forbes	Read Replies (2) of 25814

(IBM) Just wanted to add that there are no monopolies in SOCs and there never will be. So IBM doing well does not mean that no one else is doing well. Heck if anyone recalls the stats from IC in April, LSI grew faster than anyone in std. cells last year - something like 42%. IBM also did well - but they grew 'only' around 35%. This year LSI will again do very well... and so will IBM... Besides do we really know how much more this 100 million is compared to IBM's current R&D spending on SOCs? I don't. I don't think many do. I'm guessing the press release garnered so much attention because of the 100 million dollar figure that IBM used. If IBM said 45 million no one would have cared. Likewise if they said 87 million. But 100 million captures the imagination. Just as a 100 million operating loss for WDC captures the imagination... :-) The operative thing to remember is that LSI's revenue growth (Yen adjusted I should add from now on since the Yen is getting seriously pasted these days) is going to make the rest of the semiconductor industry look pretty bad this year and that means we are doing well on a relative and an absolute basis. shane.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next