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Technology Stocks : LSI Corporation

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To: uu who wrote (14763)	9/4/1998 1:40:00 PM
From: kash johal	of 25814

Addi, The Alex Brown report is spot on in terms of the general ASIC market. However that does not mean that LSI is dead. If they do not innovate and move into new markets they will be dead. Here's what they are trying to do and some things they could do (these are just ideas): 1. Transition into more IP based solutions. The purchase of Symbios gets them into SCSI, RAID, Mixed-Signal ASICs. 2. They have a good business in MIPs cores and ARM cores. They could greatly expand this by purchasing a 486/586 core such as win-chip from IDT (or buy IDT). With the huge expansion of low cost PC,CE, home networking etc these are fast growing markets. 3. VLSI would be a great fit for them as VLSI does not have a state of the art fab. and would get them into some complementary markets such as wireless. In conclusion LSI is in a transition in it's business. If they do the right things and the market does not implode you could see a $50 stock 3-4 years out from now. The high tech business is like this where there are limitless possibilities and cut-throat competition, and if you stay still you are roadkill. For those of you looking back 1-2 years and expecting the stock to simply rebound in a semi - up cycle you may be dissapointed.

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