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

To: patrick tang who wrote (19799)	8/25/1999 6:14:00 AM
From: dr_elis	Read Replies (1) \| Respond to of 25814

OT Patrick, as you mentioned CDN recently: whatïs your current view on CDN? It gained about 20% within a week or so, buy sell or hold? Regards Michael

To: patrick tang who wrote (19799)	8/25/1999 10:52:00 AM
From: Tony Viola	Respond to of 25814

Patrick, man, are we passing the buck on this one (FPGA and LSI), and I have to pass it some more. My experience with ASICs has been with proprietary ones intended for just one or two customers, not semi-general purpose ones, if you could call LSI's ASICs that. I can also speak to systems design and applications, i.e. PCs to workstations to enterprise servers, and storage systems. The one thing I did think of when I read about LSI's plans for embedding some FPGA into their ASICs is that it gives them the flexibility that microcode does. So, when customers need to change the internal workings of their LSI ASICs, they can do it at their factory or in the field, rather than requiring a new or redesigned ASIC. OTOH, LSI's ASICs may have already had microcode built into them, I don't know. I'll put a blurb I heard this a.m. on the radio driving to work about game console sales. May affect LSI (for the good). Tony