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Technology Stocks : LSI Corporation
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To: patrick tang who wrote (15104)9/17/1998 9:44:00 PM
From: shane forbes  Read Replies (1) of 25814
 
Patrick:

Yes there won't be much difference in the future since
everything is converging.

BUT in the interim there will be big sizeable revenue differences
for those in the DVD Player, DVD ROM and soon the DVD set-top-box
markets. Acceptance levels among the adopters differ, usage patterns differ, software differs (not much available for PC specific), standards differ etc etc etc.

But eventually it will all be amalgamated and I agree the TV
will likely be the way everything comes together (that's why I have
said before here that the set top box market is going to be bigger
than huge it will be monstrously huge in a global sense - think of
it TVs have a much higher penetration rate, they have consumer
acceptance, they have cable companies to do the delivery of
internet service etc etc etc...).

And LSI is 2nd behind STM in the STB chip market and yes INTC is on
the way as well...

Shane.
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