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Technology Stocks : LSI Corporation

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To: Moonray who wrote (14582)	8/26/1998 4:05:00 PM
From: patrick tang	Read Replies (1) of 25814

Here comes the IP age. At 0.21/0.18um we begin to see what might be done with it. At 0.12um, we really get started. At -0.07um, we fly ..... From this point on, the guys with IP wins, and LSI is well positioned for it. They have a lot of the building blocks. 15 years ago when the MSI/LSI age started and systems started to get converted to chips, people wondered who'll win - the system guys getting into chips or the chip guys 'growing' their ware and taking out the system guys. It was the latter. I don't see this changing in the next round. The guys with the most building blocks plus manufacturing win. LSI will be one of those. People like Hyndai/Goldstar will be playing catch-up games. patrick

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