SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : LSI Corporation -- Ignore unavailable to you. Want to Upgrade?


To: shane forbes who wrote (8219)12/9/1997 12:05:00 PM
From: shane forbes  Read Replies (1) | Respond to of 25814
 
Have never figured out why the Japanese conglomerates like Sony don't make their own chips for consumer electronics gadgets. This article may be a clue (stretching it a bit!!!) :

techweb.com

Many a Japanese chip chieftain finds himself in a real
dilemma now. "Japanese electronic companies are
very large conglomerates, and when DRAMs were
making lots of money in 1994-95, that covered lower
earnings of other divisions in many companies," said
Tsuyoshi Kawanishi, principal consultant for Toshiba
and former senior executive vice president of the
electronic conglomerate.

As a result, "executives of these other divisions then
were very happy to approve large capital spending by
the semiconductor division," Kawanishi said. "But now
that DRAMs are in such poor financial straits, the
other division executives don't want to go along with a
larger capital spending budget for their semiconductor
group."


----

Or basically the Japanese have not learnt from their past mistakes that allowed the Koreans to enter definitively into their DRAM market. Of course this means that with the Koreans and Japanese not spending enough (Koreans - new thing because of economic problems) the U.S. companies and their fabs should maintain a leading-edge advantage. (Stretching a bit again). Which would be good for LSI (stretching once again.)



To: shane forbes who wrote (8219)12/9/1997 12:13:00 PM
From: E. Graphs  Read Replies (1) | Respond to of 25814
 
Hi Shane,

I like the PlayStation news. It's that same p-sunish market doing what it does best.......buying what it wants most. So glad that they like the PlayStation best, most likely b/c of a superior game selection.

**OT** Found a cool pen while shopping for presents. It's a Fisher Space Pen..........ink will not dry out in 100 years, writes under water and over grease at -50 degrees to +400 degrees F. I bought one and now I'm thinking of ways to test it, but I'm stumped on the ink drying out part.

Good luck trading,

E