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To: Jock Hutchinson who wrote (19712)	8/13/1999 3:51:00 PM
From: Tony Viola	Read Replies (1) \| Respond to of 25814

Jock, I really appreciate your calling LSI IR. As usual, you provided a very thorough account of the call. Some thoughts: - LSI finally getting the respect accorded Altera and Xilinx. - I hope LSI keeps storage, probably mostly because I understand that stuff the best of all their products. Sounds like it's still hot as a two dollar pistol, also. - I hope LSI gets deeper into Cisco hardware. Cisco showed (continued to show) this week that they are THE tech company of the present and future. - Short leather skirts and stiletto heels have been banned at the Colorado Fab Are you trying to lure that guy back that asked about size of a certain part of...oh, never mind! Thanks again, Tony

To: Jock Hutchinson who wrote (19712)	8/13/1999 4:04:00 PM
From: The Verve	Read Replies (1) \| Respond to of 25814

Jock...what number did you call and whom did you speak with when you called LSI's IR? A couple weeks ago I called IR and got connected with a temp worker who said she couldn't answer my questions and then transferred me to another person's voicemail. I called twice, left messages and nobody got back to me so evidently I'm not calling the right dept. Thanks for the status report. Were you able to get a feeling for the outlook for Q1 '00? Ron Meyer

To: Jock Hutchinson who wrote (19712)	8/14/1999 1:25:00 AM
From: Grand Poobah	Read Replies (1) \| Respond to of 25814

Jock, Thanks for sharing the report from your call to IR. Some good stuff in there. Looks like I may have been too negative about embedded FPGA. I still stick by everything I said, but I purposely overlooked the field-programmable part, which has not been the driving force for the PGA's that I'm familiar with. But Cisco seems to be very interested in them, and that could in fact be a big deal. I'm not that familiar with routers and such--does anyone know what Cisco would be doing that would utilize field-programmability on a wide scale? I would think that things like routing tables would go in software instead of hardware and things like protocols would be stable enough that you wouldn't want to be changing the hardware all the time for them. After many false starts, it appears that the ATM is about to take off. (As previously noted, it was not expected that the capabilities of Ethernet would be expanded as long as they have, which is what forestalled the growth of ATM) I had a recent conversation with a brother of friend who is an engineer in the telecom business. I asked him about ATM replacing IP for WAN. He said he didn't think it would ever happen, because bandwidth is going to rapidly get so cheap that the network protocol won't matter. Since IP is already so widespread, there will be no reason to replace it with ATM. OTH, that reasoning may not apply to LAN's where Ethernet is currently king. Regards, G.P.