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

To: shane forbes who wrote (7652)	11/5/1997 11:51:00 AM
From: DWB	Respond to of 25814

GTE is installing the 12000 series Cisco routers that contain LSI's ASICs... biz.yahoo.com DWB

To: shane forbes who wrote (7652)	11/5/1997 12:59:00 PM
From: Duane L. Olson	Read Replies (1) \| Respond to of 25814

Thanks for that post, O Grand Vizir... But the article makes it sound like owning LSI is not an automatic route to riches... can we trust these folks? Trust you fundamentalists to throw the cold water on our euphoric parties.. Hey, actually, we seem not to be able to get any momentum running, either. Here's the current chart: 207.95.154.130 The stochastic is running strong, but will need some volume momentum to break through E!'s TA barrier right below 25, and we aren't seeming to get it... So I'm reluctantly planning for a near-term lightening up again, and hoping to follow your suggestion --- buy dirt-cheap (probably in Dec?) Having said all that... LSI, to me, is still the premier Company in their niche...they ARE the competition, which is why they have been winning the bulk of the contracts, IMHO. So we have a little caution here, not a reason to throw in the towel... //OT// After scrambling to get sold ahead of the "turmoil", I've been scrambling to restablish positions, and finding the ante is up... Getting to play the "Sell low, buy High" game, in spades. After some great profits in FGII, QWST, ATI, VTSS, etc, I dumped them all, only to watch them come soaring back -- In some cases it looks like we will have to wait for next cycle to restablish positions. My latest chase is LTXX; got only part of my position established before the little fellow jumped a point or so, and I've been chasing it up all the way --- putting in buys just behind the next rise -- This is getting to be a fairly humbling lesson for someone who was "smart" enough to duck the HK turmoil... But just wait until next time :-) !! Thanks for the good info, O Wizard! TSO (Ole!!)

To: shane forbes who wrote (7652)	11/5/1997 4:44:00 PM
From: Mang Cheng	Read Replies (1) \| Respond to of 25814

"DVD Will Shift The Entertainment Balance Of Power To The PC" CAMBRIDGE, Mass.--(BUSINESS WIRE)--Nov. 5, 1997--Digital versatile disk (DVD) -- the well-publicized successor to VHS tapes, compact discs (CD), and CD-ROMs -- will struggle in the video and music industries but be a major success for the personal computer industry, according to a recent report from Forrester Research (NASDAQ:FORR). The report concludes that PC manufacturers will rapidly embrace DVD, resulting in an installed base of 53 million DVD-equipped PCs by 2002. The next five years will prove less favorable for the video and music industries' DVD efforts, however. In 2002, only 5.2% of households in the United States will own a DVD-Video player, while only 2% will have a DVD-Audio player. As a result, Forrester believes that the PC will be transformed into a more viable consumer entertainment device. "DVD will replace VHS tape, the CD, and CD-ROM. The question is when," contends Mark E. Hardie, senior analyst with Forrester's Entertainment & Technology Strategies and author of the report. "For the video industry, the first three to five years of DVD availability will be a low-volume disappointment. Lack of available titles, a high price tag, and the need to add expensive home theater components will discourage consumers from purchasing a DVD-Video player that can't even record their favorite shows. In 2002, 5 million players will be installed in the United States, a household penetration rate of only 5.2% (see Figure). In comparison, 89% of U.S. households currently own a VCR." In the music industry, explains Hardie, plans to convert from CD to DVD have been slowed by lack of agreement over DVD-Audio standards. Furthermore, Hardie points out, it will be difficult to convince consumers that DVD offers any considerable advantages over CDs: "DVD-Audio will be a tough sell because music on CD is already in digital format and already sounds great. DVD-Audio sales won't take off until recordable DVD technology (known as DVD-RAM) becomes widely available in 1999 or 2000." DVD-ROM's Success Means More Entertainment Clout For The PC Forrester predicts that DVD will be most successful in the PC industry. "DVD-ROM is the logical next step," asserts Hardie. "Game, edutainment, and reference titles will benefit from DVD's expanded audio and video capabilities, while immense storage capacity will reduce today's cumbersome 4-disk titles to one DVD." Hardie also notes that DVD drives can play existing CD-ROMs, so there's little reason for PC makers not to support the technology. "As DVD-ROM drives continue to drop in price, they'll rapidly replace existing CD-ROM drives in new PCs." What will the rapid adoption of DVD-ROM mean? In short, that DVD's entertainment capabilities will be inextricably linked to computers for the next two to four years. "As business travelers enjoy full-length movies on their laptops and college students cue up DVD concert videos during study breaks, consumers will increasingly accept the PC as a viable and unique entertainment alternative." The report, "DVD's New Content Model," is part of Entertainment & Technology Strategies, a Forrester research service that analyzes the impact of technology on consumer entertainment. Additional information may be obtained from Diane Reeves, Forrester Research, 1033 Massachusetts Avenue, Cambridge, MA 02138, 617/497-7090. CONTACT: Forrester Research Diane Reeves, 617/497-7090 press@forrester.com www.forrester.com businesswire.com

To: shane forbes who wrote (7652)	11/6/1997 2:27:00 PM
From: Doug	Read Replies (1) \| Respond to of 25814

Hi Shane:That was an excellent article from IBD and fairly realistic. The Asian Currency crisis is going to be the decisive factor in determining the trend of the Techs here. IMO the trend at best is sideways trending down thru Q1. My reasoning is as follows: a:Japan is unable to break out of a recession as the Banks & Investors have lost fortunes and are fearful. bThe Asian Currency crisis is real and they are in belt tightening mode. Their survival depends on low imports & high exports. Because of this, competition will be severe and prices of our imports will decline. Companies having all their production in Asia and markets in Europe/USA will fair the best. Since LSI has to contend with additional ramping up cost for their new Oregon Fab, they will be under severe pressure for 1\|\|2 Q's. A prudent approach is defintely warranted.