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Technology Stocks : LSI Corporation
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To: Jock Hutchinson who wrote (17358)3/10/1999 9:49:00 PM
From: patrick tang  Read Replies (1) of 25814
 
One last thing - Gresham is already at 1000 wafers per week. They are ramping gang busters! If one guesses that less than half of the equipment had been installed (rest in stages as business ramps), then after 3 months, they are already at >10 current possible capacity.

I wonder what products are being run there? A few high runners or a whole bunch of small runners. To ramp this fast, I would guess a few high runners e.g. PSI on 0.25um to bring down cost. Plenty of room to run another 'gaming platform' CPU.

Gresham is going good. LSI is going to hit its cost cutting goals, and thus the margin goals, early.

patrick
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