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Technology Stocks : LSI Corporation
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To: Tony Viola who wrote (18542)5/24/1999 3:52:00 PM
From: patrick tang  Read Replies (2) of 25814
 
Tony, I am assuming that you are referring to the capitol investment that Sony made in the Toshiba fab in order to get capacity. My guess is they will sell some, if it turns out to be as awesome as everybody says it is. At $600 and being able to do web/email and linux, perhaps it another way to get 'PC' into the other 45% of American homes that do not have a PC yet. Now if it also comes with a camera and mike to do web-phones ...

I doubt that LSI could have done too much better than Toshiba. The capitol investment needed to build the capacity is so massive for a foundry/supplier to dedicate to one customer. As for other stuff, I have been expecting a lot of the leading edge consumer guys to give up on running fabs and turn towards their expertise of consumer product definition and marketing. To me that's inevitable once DRAM ceased to be a viable fab filler. I hope that LSI can leverage their relationships in Japan and get into some of those leading edge consumer accounts. In a couple of years, LSI will need a lot of sales to be able to afford the 0.18um 12". Consumer stuff may be able to provide that sales volume.

By the way, with DRAM pricing tanking once again, Toshiba and all other Japanese DRAm guys are not going to be making again this year like they hoped originally. No profits, no more capex. That is nothing but good news for LSI. down the road.

patrick
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