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

To: getgo234 who wrote (7407)	10/24/1997 10:09:00 PM
From: Douglas Nordgren	Respond to of 25814

[exposure to flash memory] getgo234, Wasn't aware of LSI flash memory chip production, if that's what you meant by "exposure." Check their product list: lsilogic.com Also, for wireless and telecom components: lsilogic.com Good Trading, Douglas

To: getgo234 who wrote (7407)	10/24/1997 11:25:00 PM
From: shane forbes	Read Replies (2) \| Respond to of 25814

If others here think the call should be available on the web site perhaps others can express their concern by sending a request by e-mail via LSI's web site. Most excellent idea!!! I will do the same! Conference calls yield so much information and for LSI not to record their calls is ludicrouse. They certainly could afford to!!! --- Re: flash memory. I think the guy's insight was that flash memory demand going down implied that there was diminishing demand for the gadgets that use flash memory. Say digital cameras. Hence the number of digital cameras goes down and therefore the demand for the processing chips (the kinds LSI builds) goes down. Hence LSI in trouble. That's that person's viewpoint. I don't know what to make of this but my immediate sense is that, for instance, digital cameras use such a small %ge of the flash memory, that just because the demand for flash memory goes down "overall" does NOT imply that the flash memory segment for digital cameras also has to go down. On the contrary, it may be a booming piece of the flash memory segment! Who knows? Many of LSI's non-gaming consumer products are still in their infancy and so it is difficult to make conclusions on these segments and their effect on LSI by merely viewing the trends of entire industry segments. Is ATMEL the one to watch for flash memory? Do you know if their flash memory business hurting? Or is this similar to 3Com and Intel awhile back re: the Network Interface Cards (Intel getting in therefore implication was 3Com would be hurt. But I think 3COM is more than holding its own.)? Maybe its Intel specific - though that may be my wishful thinking. Well at least PC demand is still strong (I hope).

To: getgo234 who wrote (7407)	10/25/1997 5:37:00 PM
From: Bernard Levy	Respond to of 25814

I am replying here to your LSI question on the APM thread. At its current price, LSI may have bottomed out. However, it is going nowhere until the current quarter is over. Furthermore, the semi sector is undergoing a major correction, so I am waiting on the sidelines. There is really no rush to jump in. In general, although I like LSI as a company, I like even much better all companies in the mixed-signal ICs or networking electronics business. Who knows? When the carnage is over, there might be some great deals on fine companies. For example, PMCS has weakened lately, and if it cracks, one would have to give it a serious look. In general, I like much better the high design content high margin (often fabless) sector of the IC business than the fab intensive sector. Because of its fab costs, LSI is in the middle of the range. Another general observation is that companies that bottom out rarely start rising back up right away. They usually spend a few months constructing a base and undergoing an accumulation phase. Thus waiting for a while is probably the best way to handle LSI right now.