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Technology Stocks : LSI Corporation -- Ignore unavailable to you. Want to Upgrade?

To: DWB who wrote (19402)	7/21/1999 1:32:00 AM
From: shane forbes	Read Replies (1) \| Respond to of 25814

Yup that would be as good a reason as any! Exactly how staggering are their projections? Pity - LSI could have used another high volume chip... An excellent read: icinsights.com

To: DWB who wrote (19402)	7/21/1999 10:07:00 PM
From: Jack Whitley	Read Replies (1) \| Respond to of 25814

<<I'm pretty sure you've seen what Qualcomm has done the last 2 quarters, and the projections they have going forward for ASICS is staggering. Their gross margins on ASICS are going through the roof. The problem for LSI, and anyone else competing with Qualcomm for CDMA ASICS sales, is they are on their 5th generation chip, while most are struggling to bootstrap their first>> "Gross Margins going through the roof" = "Enter Intel". Intel's storm troopers plus LSI intellectual property, cores, etc and ready built fab would give Intel instant CDMA capability. I agree LSI hasn't done a lot with it so far, but the CDMA that is out there now is a grain of sand on the beach compared to what will be needed. jww