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Technology Stocks : LSI Corporation

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To: E. Graphs who wrote (15420)10/5/1998 12:52:00 PM
From: shane forbes  Read Replies (1) of 25814
 
Bala:

LSI mentioned as the 12th of the 40 forces that will shape the chip
industry. Not too shabby:

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12: LSI Logic

LSI Logic Corp. has shown an uncanny ability to be close to the forefront in many dimensions simultaneously. The company is well along in employing reuse methodologies. It uses a broad set of modern design approaches and is driving a commercial static-signoff methodology. With strong leadership and good execution strategy, LSI Logic continues to grow and diversify, long after having established itself as the leading supplier of gate arrays in the 1980s.

Still, some on our advisory board cautioned that LSI faces significant challenges before it can make the kind of contribution to system chips that it made to ASICs.

"They are well-positioned to influence the industry as system-on-chip technologies become increasingly important." - Ellen J.Yoffa

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Shane - now what we want is strong execution strategy not just good...

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