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Technology Stocks : LSI Corporation

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To: Moonray who wrote (18509)	5/19/1999 1:52:00 PM
From: patrick tang	of 25814

So that was what Wilf meant by getting outside foundry capacity! Great, not only do they get capacity, they also get liscence fee too. Guess the next fab LSI builds will be a 0.12um 12". Let's bring on the upturn and bring on the capacity crunch! I believe LSI is more than ready for it now. On to $100/share! patrick PS By the way, did anybody notice how quick the 0.25um Savage4 and TnT2 are getting designed-in and utilized across the board in boxes? The last 0.35um stuff like TnT1, G200 etc. never quite made it - too much heat, not quite enough horse-power. Such is the superiority of 0.25um and 0.18um. 0.35um just won't do at any price.

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