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

To: dr_elis who wrote (20724)	11/24/1999 6:59:00 AM
From: John Mireley	Respond to of 25814

....More than 10 percent of total home theater revenues in both the quarter and year-to-date figures came from sales of DVD players, which total $672 million.... dvdinsider.com What kind of impact might this have on expected LSI revenue?

To: dr_elis who wrote (20724)	11/24/1999 9:40:00 AM
From: Tony Viola	Read Replies (2) \| Respond to of 25814

Michael, Jock, I think Michael has the right answer here. That assumes the interface to the LSI (Symbios) SCSI (or any other interface protocol) controller chips is the same, or supported, whether the processors are PIII or PIII Xeon. I would bet pretty confidently that is the case. Another server company, Sun has gotten some strong praise this am for their fourth quarter, namely that they have made 80% of their 4th quarter already. I believe LSI is still represented in Sun servers. For the future re Intel and LSI, I wonder about Itanium servers using any LSI or not. I think Itanium will be hot and its successor, McKinley will be white hot. Tony