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

To: shane forbes who wrote (7723)	11/9/1997 1:33:00 PM
From: shane forbes	Read Replies (1) \| Respond to of 25814

Darn did not get a chance to make one more comment - see the standared cell numbers and see how anemic LSI grew relative to the other major players. Too far ahead of everyone else - yet no one can figure out a good way to do the designs efficiently and take advantage of the high density geometries. Therefore too expensive to bring out designs. Therefore business grows slowly. Therefore toast. The sad saga of LSI. They should be doing better. But woulda coulda shoulda counts for nothing.

To: shane forbes who wrote (7723)	11/9/1997 3:45:00 PM
From: Doug	Read Replies (1) \| Respond to of 25814

Hi Shane: Thx for that pointer to a very informative site. In brief the following is a summary from that source. 10 players dominate the mkt in the following order a:LU 963m ,LSI 630m ,Txn 450m Nec 400m, VLSI 370 m, IBM 210m, 4 smaller players. In 97 , assuming 10% growth LSI's Standard Cell reached 700m. The probability of them reaching $3B even in 2 yrs is near zero. The Competition is quite ferocious & the chances of other players leap frogging by resorting to higher density chips (Fujitsu) is high. IMO LSI is in sideways trading mode until we know how the players are lined up for 98.