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Strategies & Market Trends : Zeev's Turnips - No Politics -- Ignore unavailable to you. Want to Upgrade?

To: LTK007 who wrote (6673)	11/19/2001 2:24:08 PM
From: LTK007	Respond to of 99280

LSI getting hammered.This is why,from briefing.com<<14:16 ET LSI Logic (LSI) 16.99 -1.79 (-9.5%): Stock off sharply in an up-market; hearing that the reason is Michael Murphy's newsletter on Friday, which apparently detailed a scenario where ASIC-maker LSI Logic may become steadily less competitive down the road. Increasingly smaller circuit designs (0.13 and below) require correspondingly more expensive photomasks; LSI gets squeezed from above since at very high volumes it's more economical to design a custom chip rather than an ASIC, and gets squeezed from below by low-end ASICs that don't require a new mask set for each smaller design>>end quote