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

To: Duane L. Olson who wrote (8132)	12/4/1997 8:41:00 AM
From: shane forbes	Read Replies (1) \| Respond to of 25814

OSO Yikes 0.10 micron. That's out to the next millenium - probably needs to wait at least for 300 mm wafers going to volume (2002) and then a few more years for 0.1 line widths (speculation). LSI does not need to worry about this right now. They have a 200 mm plant at 0.25 ("0.18") doing zilch other than adding to depreciation expense (next year). The main problem (other than cost) is lithography tools for 0.10. There's a whole bunch of posturing for EUV and 4 other techonologies for lithography. Some say current optical lithography (CMP) will survive to maybe 0.13 and possibly 0.10. After that who nows - xrays? Just checked SIA stats. They indicate that 0.10 micron and 300 mm begins in 2003 for MPU types. And 2006 for DRAM manufacturers. It usually takes 2-3 years after initial ramp to get into the mainstream. So for LSI probably down to the year 2005 maybe. Long long time left.... LSI could be the STD cell INTC by then... or go bankrupt trying... :-@ and miles to go before I sleep ...