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Technology Stocks : LSI Corporation
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To: patrick tang who wrote (15754)10/19/1998 3:07:00 PM
From: Jock Hutchinson  Read Replies (5) of 25814
 
Perhaps the most intriguing aspect of this slump is that there has never been anything like it in the semi business--a two generation slump. Is it not also possible that the next upcycle will be even more dramatic than anything in the past? In the absence of sufficient EDA tools for much of the cutting edge design, is it not possible that further investment that might have come in at a upcycle period will be dissuaded to such an extent that there will be serious long term shortages?

My point is that the forward look of a true semi player such as yourself must incorporate estimates of .25 and .18 capacity versus product demand, because this is where the shortages will most likely occur. It is my hope that Shane, yourself, and others would lend their talents, rather than waste time putting together numbers for the "Fantasy Semi League".
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