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Technology Stocks : LSI Corporation

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To: getgo234 who wrote (15327)	9/30/1998 3:11:00 PM
From: shane forbes	Read Replies (2) of 25814

Getgo: I agree with Patrick. Let's see LSI has been doing SOC since 0.38u (5+ years ago) - these guys are just going to start after the next generation next year. OK - good luck. LSI has the largest or one of the top 3 (at least) largest libraries of (interoperable we must now add) cores around. The pure IP model is fading - witness ASPC today, witness the "free cores" from people like Artisan. Witness the Sands merger (mergers only happen when there is trouble in an industry). The last piece is whether the Cadence 1000 strong can provide good technology for the foundries etc. One of my "deep thoughts" gut feelings is (though I have no way of being sure) that over time there may be the same "intelligence" barriers to SOC high-end design that we now have with analog. That would really mess these new people up - I suspect they are a bit late to the party and LSI will be several orders of complexity ahead by the time they get going. That should mean LSI gets the good stuff (the stuff that adds most value to the customer) and these people get the crud. And to think that Erica Klauer is saying never buy LSI forever. Boy o boy - look at who is winning the designs ma'am - it certainly ain't Hyundai (OK so it is IBM <g>)! The other interesting thing is that with the design shrinks there is going to be an awful lot of unused silicon if you just put logic. So why not throw some memory onto the chip. LSI now can put RF on each chip. This is pretty amazing in the grand context of things I believe - because the four pieces to build the whole shebang are logic, analog, memory and RF and now LSI can put everything on one chip. Let Hyundai be happy that they can put memory on the same chip. Still a ways to go baby! (Also noticed that NAPM might jump up strongly tomorrow - always a bullish sign for the techs - even though they may be a seasonal effect here.) Shane. About Aspec: Aspec Technology, Inc. was founded in 1991 by Dr. Conrad Dell'Oca, Patrick Yin, Yen Chang, and Jai Shin, all of whom were instrumental in the development and growth of LSI Logic. Dr. Dell'Oca (the inventor of Sea-of-Gates technology) serves as President and CEO of Aspec. Mitchell (Mick) Bohn, a founder of LSI Logic, now serves as Aspec's Chief Operating Officer. (following in Brian Halla's footsteps - leave the mother ship and get toasted!)

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