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Technology Stocks : LSI Corporation

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To: E. Graphs who wrote (14842)	9/9/1998 5:18:00 PM
From: shane forbes	Read Replies (1) of 25814

E: People are once again doing the seasonal thing with these stocks I think. Not sure how much of the movement is cyclical and how much is truly indicative of the strengthening of underlying demand. (on the other hand if there is strengthening of demand we are good to go big time. The semi-equips are ridiculously cheap... but I said that when they were up a third more than where they are today!) Wanted to point out something about NSM's failure to get the computer-on-a-chip thing going. It does highlight the difficulty of designing these things! And that's why I think the experience of LSI in SLI and SOC design is a good thing. My suspicion is that this is not an easy thing and I am hoping that LSI therefore has a barrier to entry here. (Coincidentally SOC designers are some of the most highly paid people around. And JAVA or C++ OOP programmers are likewise the most highly paid computer professionals around. What do they both have in common? Taming of the complexity beast - people don't realize that the relationship between number of gates and time-to-design is not linear. So if LSI increases the number of gates 5 fold the time may go up exponentially faster to design the chips. That's where CoreWare comes in - puts a zillion of the gates as one core (again there is an OOP analogy - encapsulation of data and functionality - basic tenets of object oriented design) and encourages usability (again there is OOP here). Just as the OOP boys are having growing pains, I think LSI is having growing pains. But I do believe that the ramping up stage of high volume is here (it started in January of this year) and this is a temporary blip caused by very weak global demand in the developing economies. [Again interesting in computer science the big money will be made when all those objects are being mass produced on multiple servers or when the class libraries lead to better product design and faster product design.] Finally OOP will extend the domain of applicability of computer science exponentially to things that we have not dreamed of and I likewise think that SLI/SOC design will extend the applicability to domains that we have not yet dreamed of. Just rambling.)

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