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

To: Doug who wrote (7714)	11/9/1997 1:00:00 AM
From: Duane L. Olson	Read Replies (1) \| Respond to of 25814

Doug, can't help on the specifics you're looking for, but re: our earlier discussion, do you recall the following Company posting?:http://biz.yahoo.com/prnews/97/10/27/lsi_x0004_2.html It reminded me of an assessment Shane had made some weeks ago: that the value of LSI lay in it's design skills, rather than so much in its production capabilities. At the time, the comment was made that LSI might well provide the best ROI if it owned no Fabs at all. That insight might well merge the two sides of our contention: you could assign lower value production to the lowest wage-cost region, while the high tech advantage of skilled design, at lower cost, would remain in "my court" -- the good old USA. There do appear to be a growing number of positive articles about LSI's prospects, as witness the discussion of the Barron's article immediately preceding my post. Methinks LSI still has it's niche pretty much to itself, and will continue to improve (perhaps sharply) over the next several years.. (IMHO, of course).. dlo

To: Doug who wrote (7714)	11/9/1997 1:10:00 PM
From: shane forbes	Read Replies (2) \| Respond to of 25814

Doug I had no idea there were so many fabs out there! Some of the industry people give out a yearly ranking - a top 10 list - of the various subsectors. We had this news for the 1996 year posted here several months ago. LSI did not grow as fast as the other players in the ASIC business - no surprise to those of us who've watched this stock move like a yo-yo. I'll see if I can pull up that report. Here it is: techweb.com In standard cells, the leader is Lucent Technologies with 1996 revenue of $960 million, up 48% over 1995, according to ICE. Second is LSI Logic Corp. with $630 million, up 10%; followed by Texas Instruments Inc. at $450 million, up 43%; NEC Corp. at $400 million, up 18%; VLSI Technology Inc. at $370 million, up 19%; Symbios Logic Inc. at $330 million, up 13%; Toshiba Ltd. at $300 million, up 23%; Fujitsu Ltd. at $265 million, up 18%; IBM Corp. at $210 million, up 110%; LG Semicon Co. Ltd. at $200 million, up 33%; and "others" at $2.27 billion, up 30%. The top 10 have 64% of the total market. And for gate arrays: NEC is the leader in gate-array revenue, with only $55 million in bipolar business. The company's revenue declined 4% to $855 million in 1996, ICE said. Second-place Fujitsu, with $185 million in bipolar arrays, saw revenue fall 16% to $785 million, ICE said. Toshiba, with no bipolar business, held steady at about $675 million; LSI Logic, also with no bipolar products, fell 5% to $575 million; MOS-based Texas Instruments grew 11% to $490 million; Hitachi, with $115 million in bipolar products, dropped 12% to $475 million; Motorola Inc., with relatively minuscule bipolar business, declined 4% to $240 million; MOS-centric Mitsubishi Electric Corp. grew 15% to $230 million; IBM grew 25% to $200 million; No. 10 Samsung jumped 19% to $185 million; while "others" declined 1% to about $1.3 billion. --- Also of interest in the article see how well IBM is doing. And see how LSI indicates that the "inhibitor" is the design process. Hmmm...