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Technology Stocks : LSI Corporation
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To: Jock Hutchinson who wrote (18392)5/9/1999 9:31:00 PM
From: patrick tang  Read Replies (2) of 25814
 
1. As soon as LSI can show earnings, I think the valuation in the stock will reflect the IP part. Hence a week ago I said that I looked around for value hi-tech plays and really came back to the same point, back to LSI. I think LSI will just be another 'recommended' stock after Q2 or Q3 earnings when the stock price between now and then will rise to fully recognize the values.

2. I don't see INTC being able to give ALTR or XLNX a run at it at all. FPLD is heavily software and tools etc. Intel's main strength is manufacturing and debugging problems with their designs, specifically mHz limiting factors (those early work on e-beam measuring tools must have really paid off big). Their CPU are not really that great designs. To me P5MMX was a copier of Cyrix M1 ways - increase the cache, MMX was total non-event. PII was a drastic disappointment. The only thing beside running up the cost with a sole sourced socket was being able to go another um strink (which they could easily have done on P5MMX) and up the clock speed. PIII tick for tick does exactly the same as a PII. But Intel cure can deliver volume products (note trouble with AMD) and also deliver one upgrade per Q (note trouble with Cyrix & WinChip)

Intel did great with chip set + motherboards and probably will do very well with Whitney was because they could bundle that with their CPUs. In other stuff, Intel was a force, but they never did forced anybody out of the way yet.

patrick
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