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Technology Stocks : LSI Corporation

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To: E. Graphs who wrote (15136)	9/20/1998 9:14:00 AM
From: shane forbes	Read Replies (3) of 25814

E: Re: I agree with him, and have thought myself, that consumer software will suffer because of the net. BTW I also think the same could be said for the Nintendo and Sony PlayStations of the world, because on-line games are getting more sophisticated......just check out RPG! (role playing games with others on the net) As far as Sony is concerned I think what we will be seeing is web-enabled PlayStation games (in the same way that Office2000 will be "web-enabled" - I presume). Also PlayStation has a pretty big base and so I expect some of the people who have loved the current PlayStation games would love to duke 'em nuke 'em with their compadres on the web (maybe that's what Sony should do - set up a big shindig web site where players can battle it out). Regardless I do tend to agree with you. I don't think there will be much point to a PlayStation III after the next PlayStation II (which should be DVD enabled, have an internet-on-a-chip, an awesome graphics chip etc etc etc). It's a funny world but whereas a few years ago demand for PCs came from business people wanting to do 1-2-3 and Word and so on, these days the real demand for faster PCs (and really faster internet connections) is coming from the gaming dudes and dudettes! Makes sense since the regular business world has not figured out how to use the latest greatest hardware (therein lies the fundamental problem with the PC MPU chip-makers) while the gamers are all ga-ga eyed and need more and more. Of course with time all will change and faster processors will be needed by one and all (as the speed of current processors won't be able to handle voice etc). Witness for instance INTC's loveaffair with accelerating acceptance of high end graphics and greater connectivity and soft DVD and the new AMR spec - desperately trying to push everything onto the main INTC processor. Though this certainly might work, what might happen instead is that there there will be specialized chips that will be able to do each function extremely quickly and effectively and cheaply (again the video cards with the vodoo chip are a great example). BTW insider buying approaching unprecedented & furious levels - feeling extremely bullish these days <ggg>. Hell I may even buy some semi-equipment makers just so that, with this year's incubation period with my other stocks over or soon to be over in the next few months, I can start preparing for the inevitable upturn (which will be huge - just not sure when <g>) in the equip makers.<g> Seriously! Shane.

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