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To: patrick tang who wrote (20348)	10/21/1999 9:50:00 PM
From: akmike	Respond to of 25814

Patrick-Thanks,you aren't Jock but you hit many high points. <gg> My take is that I've never heard LSI so upbeat and they were pretty upbeat last q. They were positively salivating about being in the right markets at the right time and having the .18 capacity which will be in short supply indefinitely. I really liked the emphasis on the capacity management side. One of the questioners brought up the "real men have fabs" quotation and got a genuine chuckle from Wilf. Wilf went on to say that the internet buildout is very strong and very long and speculated that the next downturn which shouldn't happen till late 2002 or 2003 at the earliest may be of short duration. IMHO if one can't get excited about owning LSI at these levels with this forward visibility they better head for the bond market. Best regards, Mike

To: patrick tang who wrote (20348)	10/21/1999 10:10:00 PM
From: patrick tang	Read Replies (1) \| Respond to of 25814

And one more about storage - LSI was hinting that some customers did not like the EMC takeover of DG and might be going over to Symbios since LSI does not compete directly with its customers. patrick

To: patrick tang who wrote (20348)	10/21/1999 10:36:00 PM
From: patrick tang	Read Replies (1) \| Respond to of 25814

General comments about LSI's strategies, industry trends etc: 1. LSI stresses before stressed high end ASIC chips. I think a lot of people had been afraid that the lower end chips (FPGAs e.g.) might over time increase in performance to take over their turf. 2. Wild/LSI saw otherwise. First, they saw a need to high performance products that have small windows of opportunities. Customers need 'custom' chips that will work right now. Thus they need a big library of std cells to draw upon - Coreware. FPGA stuff is another. 3. Secondly, surprise, surprise! As integration grows because of the smaller um possible, it's the integration guys eating the lunch of the 'specialty' guys. Hard D is exactly such an example. Used to be you need the analog chips, the microcontroller, I/O + memory. With integration into one chip, the smaller specialty guys just can't come up with the single chips because they do not have the other technologies. 4. With the smaller um now, it's almost seems like the other way around. The specialty guys will always have their 'high performance' market that will take individual chips regardless of cost. However, the bigger and growing market might just belong to the integration guys. DVD, drive-on-chip, I/O, how about throwing in the PSI core too for backwards competability? And all in one chip. Digital appliance, now brother I can give you the Linux CPU + drive + memory all on a chip. 5. Analog capability will continue to be one of the crucial part for this integration to take place - the single chip will need to 'talk' to the real world after all. 6. With Coreware, LSI can get anywhere in a hurry. Somebody else develops the market into some size reasonable, and bam, Coreware is there to pick up the big $$, ala Microsoft. 7. This stock is THE stock to own for the this upturn - it's still not known to the public yet, low PE not just in itself but especially compared to the well known high fliers. Patrick

To: patrick tang who wrote (20348)	10/21/1999 10:47:00 PM
From: E_K_S	Read Replies (1) \| Respond to of 25814

Hi Patrick- I really liked this comment from LSI.... "The rapid growth of the Internet infrastructure is proving to be a magnet for our highly integrated system-on-a-chip solutions," said John Daane, LSI Logic executive vice president of Communications, Computer and ASIC Products. =================================================================== Can you or somebody on this thread summarize LSI's contracts (and product production) of SUNW products. I know that LSI is the contract vendor to produce the SPARC chip that will be going into their new set-top box built by Scientific Atlantic. Next year Scientific Atlantic will be delivering many of these boxes to meet a Time Warner contract that SUNW entered into that may represent over a million units. Is LSI's business with SUNW increasing as a percentage of their total business? If so do you know by how much? Sunw is but one of many companies participating in this Internet growth. I sure hope LSI can benefit too. Do you know of any other dominant Internet companies that LSI delivers product to? EKS