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

To: RFF who wrote (7565)	10/30/1997 1:43:00 PM
From: Bald Eagle	Respond to of 25814

<<What's with the LSI defections?>> As they say "Money talks and the other stuff walks". I'm sure he's improving his own financial status. NSM has about $5B capitalization, LSI has about $3B. Possible merger or takeover in the works? The rumor started here!

To: RFF who wrote (7565)	10/30/1997 2:06:00 PM
From: John Ritter	Read Replies (1) \| Respond to of 25814

He was probably offered a lot of money to defect. This system on a chip concept is interesting. It makes one realize that there is a fundamental shift in technolgoy coming. The next monitor that I buy will probably have the pc/tv/communications/web built in for $599. The next couple years will see the pc revolution all over again. The current technology is not easy to use or configure, but everyone needs to use pc technology, since there is no support staff after a decade of downsizing. The next technology will merge functionalities and add new ones. It might be that LSI five years out will be better than INTEL to own, but like, you, I'm more concerned right now with next quarter's results. One the software tools side I like IONA Technologies out of Dublin Ireland for the NEXT generation.

To: RFF who wrote (7565)	10/30/1997 3:12:00 PM
From: Tony Viola	Read Replies (1) \| Respond to of 25814

RFF, you said: "What's with the LSI defections?" Brian Halla moved from LSI over to NSM when Amelio left NSM. So, the guy who "defected", Bories, may be more loyal to Halla than he is to LSI. Hence, he followed Halla. Or, it could be for money and position more than because he's giving up on LSI. He is going from VP at LSI to SR VP at NSM. BTW, looks like the best thing that's happened to NSM in years is Amelio leaving. They appear to have turned the corner under Halla. Does LSI have a top candidate still there (apparently would have/should have been Halla) to replace Wilf down the road? Any other key "defections" recently? Tony