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

To: shane forbes who wrote (9178)	1/26/1998 8:13:00 PM
From: shane forbes	Read Replies (1) \| Respond to of 25814

-ot- Relates to Competing Standards: --- BOCI announcement: During 1997, there was an industry-wide decline in data communications demand primarily due to the technology migration issues associated with 56 Kbps modem transmission speed. Competing, incompatible 56K technologies created marketplace confusion and stifled product demand. --- How this relates to LSI: Substitute DVD for 56K. And LSI groans. And weeps. True DVD had other issues (one being why buy it since it has no perceived void to fill) but this ongoing dispute over competing standards can't be helping. Conversely just as 56K should take off once the standards are set (and they were selling well in Dec.) DVD will take off when standards are set (substitute if for when!). Certainly the golden nugget here is PC DVD. I see no reason why PC DVD should not blast off. It meets a need. It has no "competing standards to stifle demand". It is getting cheaper and cheaper. And LSI OEM shipments start end of Q1.