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Technology Stocks : VLSI Technology - Waiting for good news from NASDAQ !!!
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To: ricky who wrote (4085)8/7/1998 8:26:00 PM
From: GS_Wall Street  Read Replies (1) of 6565
 
As I stated along time ago, I have used product from most semiconductor suppliers, Mainly Motorola, but on a limited basis, IBM, VLSI, LSI, Symbios, etc, etc.

The reasons for selecting each supplier was different. The main reason per and simple was IP. When I did not have it in house, I found it elsewhere VLSI and LSI. When I developed the product in house I used Motorola or IBM as sutto Founderies, meaning they participated in the design ie layout and simulations.

So I this point I do not see IBM or Motorola as direct competitors to VLSI or LSI they each provide different advantages.

The Semiconductor market is large enough for more than one supplier to excell. Even small niche companies can be competitive Broadcom for example has IP in it QAM core which is hot right now for cable modems and digital set top boxes. You combine Broadcomm frontend with VLSI's Vista product and you could own the market. IBM would be 2-3 three years behind in terms of IP.

Good Luck to All.
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