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Technology Stocks : LSI Corporation

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To: shane forbes who wrote (12956)	6/11/1998 11:30:00 AM
From: SidStock	Read Replies (1) of 25814

(IBM) IBM chips are primarily consumed internally. I dont see companies going to IBM to supply their ASICs. Nor does IBM have the sales, distribution channel for chips that LSI has. The only real competition IBM is for LSI would be inside IBM. IBM design flows use a lot of internal IBM developed tools that are targetted to their technology libraries, where as an LSI uses mostly 3rd party tools which its customers are more familiar with. Im not sure you would find many customers will to spend the time to learn the IBM tool flow. Also IBM could be considered a competitor to many companies that would need ASICs and also companies supplying IP to LSI. So I would state that LSI is in a much better position than IBM on both getting IP and getting biz from customers needing SoC solutions. I myself am not worried about any money IBM would throw at this.... Sid

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