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Technology Stocks : LSI Corporation

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To: Hightechhooper who wrote (13640)7/17/1998 4:28:00 PM
From: patrick tang  Read Replies (2) of 25814
 
What are the chances of gsm and playstation 2 being pulled into X'mas? I am sure that sony has the incentive for the playstation, that would put them ahead of Nintendo 64. As for gsm, perhaps with the price of electronics so cheap, it might make good X'mas consumer stuff. Hope, hope, hope ............

On the other hand, their networking stuff hopefully should start recovering in the second half. All that stuff has long design-in cycle. If they designed in Q4 97, then perhaps starting Q3 98 they would start to ship in volumn .....

They may not like foundry, but if the fab is up and at 0.25um and there is a shortage for 0.25um, why as well .......

patrick
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