SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : LSI Corporation
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: dr_elis who wrote (18203)4/21/1999 12:43:00 PM
From: patrick tang  Read Replies (1) of 25814
 
I did not take Wilf's answers as evasive but rather it's very hard to compare apples to oranges - pricing on the chips are never flat but falls with time/volume. As such, really need to not just compare ASP at comparable time frames in the life of the product but also need to compare run rate x ASP for total sales $ to see the effect on LSI sales and profit.

That's what the analysts tried to do by re-phrasing their questions in different ways. Wilf is not a master at giving press conferences. But I think they got it out of him in the end:

1. PSI and PSII will run concurrently till 2003 and directly at different markets. PSII will obviously run lower volumes because of the much higher price points of $600 to $700.
2. If comparing the same time point in the product cycle, PSII silicon's ASP is higher than PSI's.

I take the net results as the total sales $ to Sony should have no drastic decline. Whether it's a plus or slight negative, will have to wait to see what is the consumer acceptance.

Hope that helps, patrick
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News