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Technology Stocks : LSI Corporation

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To: E_K_S who wrote (18312)	4/27/1999 9:54:00 AM
From: Jock Hutchinson	Read Replies (1) of 25814

To prepare for an unexpected shift in business, Corrigan acknowledged LSI has been in discussions with several major foundries. In an astonishing display of open-mindedness for someone so skeptical of the intellectual-property-to-foundry model, Corrigan said LSI could offload some of its capacity requirements to a foundry that would duplicate LSI's process. Conversely, foundry partners might be able to use capacity at LSI's new fab at Gresham if they run short of submicron capacity, as Feldhan and others are predicting. Last month, the Gresham fab was processing about 700 eight-inch wafers per week, with plans to ramp up to 3,500 wafers. The fab could process 5,000 wafers a week if extra equipment is moved in. This shift in thinking is the first time I have ever seen such statements in print. There has been a lot of discussion on this thread about the feasibility of being more integrated in terms of being both a foundry and using foundries. I for one think that this is an excellent idea that will bring about more stability in earnings over a period of years.

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