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Technology Stocks : LSI Corporation
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To: Moonray who wrote (18608)5/28/1999 7:39:00 PM
From: shane forbes   of 25814
 
Moonray:

That makes oodles of sense - "access to one of the industry's more advanced but unsung DSP architectures". As the article points out LSI has no choice but to do something bold to get some momentum in the the wireless biz. TXN has come up with what looks like a good design for next gen devices + they got the Nokia deal. LSI does not have any tier one people (I think) but does have some tier 2 and tier 3 people (I think). DSPs are another one of those 30+% growth areas - though I would tread carefully if I were LSI and thought I could compete with the incumbent's well established positions. Again I agree with the authors in that I think it will be more of a core for LSI. Having said that why can't we get some portion of the standalone DSP biz? After all LSI has a good fab and when TXN admits that it is a good architecture there ought to be someone ought there who might be interested in standalone apps with this new DSP. Just imagine what the stock would do IF LSI got one of the tier 1 CDMA companies over the next 1-2 years AND there was a small DSP standalone biz (much in the same way that there is a small standalone design services biz). Now if that small standalone DSP biz leads to a big standalone DSP biz - nah...

Incubating the good stuff.
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