Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: chipchap who wrote (23483)	12/26/2000 4:17:56 PM
From: Jock Hutchinson	Read Replies (2) \| Respond to of 25814

Chipper: At these prices, I consider LSI to be a tremendous 12 to 24 month vehicle going forward, even though as of now, I don't own a single share having switched into NSM. The key to LSI really driving its price will be some MAJOR CDMA wins, and dominance in the FPGA/ASIC market. Six months ago, I thought that LSI under the leadership of John Daane would win the embedded FPGA battle hands down over the likes of the FPGA crowed like ALTR and XLNX. Obviously, Mr. Daane has different ideas. Nevertheless, LSI will be the sort of stock that will arise quickest from the current (or more precisely soon to be current recession), since it is always the semi companies that begin to supply an economy on the rebound.