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Technology Stocks : LSI Corporation
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To: E. Graphs who wrote (15136)9/19/1998 12:02:00 AM
From: shane forbes  Read Replies (1) of 25814
 
E:

RE: Still, regarding free PC's to sell internet services: not sure why you would need to give away what people are buying, in order to sell them what they are also already buying

Yup I agree - however I think he was talking about the trend not
what is happening today. Doesn't the other GATE (Gateway <g>)
encourage the purchase of 19.95 service with a PC purchase or
something like that?

No one is in any long term trouble just yet ... (however many have yet to get on the bus whereas LSI is already chugging along on route 56... <g>)

This is a bit dated but it is the right idea for the whole shebang IMO:
lsilogic.com (unfortunately it does not
grade or shade the more important pieces or the pieces with more profit potential - it makes everything look equally important when
actually some have far more profit potential than others.)

"Bits are Created, Stored, Transferred, Transformed and Consumed over their continuous lifecycles"

as a business, what you want to do is to make sure you attack the right part of that "life-cycle of a bit" that they talk about - go
after something that is passe or has too much competition or that is cheap or where you are not big enough and you as a company will be passe eventually (no profits) unless you are very very careful...

(for instance Oracle and Sun etc were going after the wrong thing
with Network Computers weren't they? PCs became so much cheaper that
you could make a case that today all PCs or esp. the sub 1000 PCs
have become the Network Computers that Ellison etc envisioned - only
that (I'm glad) it comes with what I consider vital - storage - a Hard Disk <ggg>)

Shane.
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