SI
SI
discoversearch

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 ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: akmike who wrote (13298)6/29/1998 5:04:00 PM
From: Hightechhooper  Read Replies (1) of 25814
 
akmike,

For this industry, you are using very old data. 1997 is long gone and 1998 has not been pretty so far. Also, remember the cannibalization of standard cell in the gate array market. For example, LSI's growth in standard cell was large but they fell off dramatically in gate array resulting in almost no growth for the year 1997.

I believe this deal will lower the overall growth of LSI because the symbios business will grow much slower than communications and digital consumer. This will only change if LSI can come up with some new products and take market share in symbios's segments and this will take time IMO
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext