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


To: The Verve who wrote (20467)10/27/1999 2:35:00 PM
From: Epics  Read Replies (3) | Respond to of 25814
 
If everything is so good, why cant the stock get going?

It will never go up.



To: The Verve who wrote (20467)10/27/1999 4:10:00 PM
From: slacker711  Read Replies (1) | Respond to of 25814
 

t's too early in the game to determine LSI's CDMA market share, but we all know there are only a few players in this arena. Does LSI have a fair shot of commandoing 30% by 2001? At the 2nd quarter CC Wilf mentioned LSI had the 'best' CDMA chip so you have to assume 30% is a good number to start with.

I've tried to do some digging into LSI's ASIC offering for CDMA and havnet been able to find much....Does LSI have any announced customers for their chips? The only announcement I have found is dated from February.

lsilogic.com

The press release states that volume quantities will be available for less than $30. I believe that DSP's (now Intel's) offerings are selling at somewhere around $20.

Slacker