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: dr_elis who wrote (24204)	9/26/2001 1:13:28 PM
From: Jock Hutchinson	Read Replies (3) \| Respond to of 25814

Mike. That article points to the long-term issue of the viability of the ASIC industry. Who (or what) will survive, the ASSPs and PLDs or the ASICS. I will be putting my money on the ACIS simply because of the higher degree of intellectual capital in the ASICs and with it the fact that companies such as LSI can more readily incorporate the more complex ASICs with ASSPs and PLD (FPGAs) than via a versa. We shall see, but it is certainly true that the next cycle will clarify this issue. And this is why I am delighted to see LSI put a greater percentage of its revenue in R&D. At any rate, LSI is currently selling at about one and one half times sales, which is el gordo mondo dirto cheapurus. Regards JH