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Technology Stocks : LSI Corporation

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To: Jock Hutchinson who wrote (17832)4/9/1999 12:28:00 AM
From: RRRoarr  Read Replies (1) of 25814
 
While ATM may be growing, it won't explode because ethernet keeps getting faster & faster, cheaper & cheaper, better & better.

Gigabit (billion bits/sec) ethernet is taking off now (sales are coming at the expense of ATM):
nwc.com

Terabit (trillion bits/sec) ethernet is right behind (obviate the need for ATM):
interactiveage.com

So, LSI is doing the right thing by concentrating on ethernet. Check out eye candies on communication products page (no terabit stuff, though):
lsilogic.com

Also just one mention of "CDMA" in entire site (just threw that word out with GSM?):
lsilogic.com

While GSM is nice & currently popular in Europe, CDMA is the one to explode worldwide soon, for at least 5 yrs (more like >10?). Qualcomm, the CDMA monopoly, designs & fabs out CDMA ASICs. Hmmm, shouldn't LSI help out with the fat pie here? When that happens, can anyone say: "playstation deja vu"?

Let's hope the tireless LSI Research pulls out a giant pie eater from the hat.

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