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

To: JMD who wrote (9217)	1/29/1998 1:19:00 AM
From: RFF	Read Replies (1) \| Respond to of 25814

JMD, I wouldn't be to over-confident about Cisco: "And I was being sarcastic re: cratering Cisco--although a gal quoted in the SF Chronicle who works for one of the analysts said that Cisco was a dinosaur whose technology had been gapped by the new 3 Com and Bay Network switches. I was as ready to believe that as I am prepared to believe that INTC is scared of AMD and Cyrix." The comparison you make to Intel is very weak at best. Cisco is falling behind in technology (unlike Intel) and its usual "buy its way into the newest technology" hasn't been working as well lately. They've boxed themselves in by going with their proprietary standards - they're having real problems integrating the "hot startups" they buy because they can't force their OS into the new boxes. They're already behind in Gigabit Ethernet and routing switches - I think people are going to be in for a suprise over the next 12-18 months. I'm just happy that some of their newest and best products are based on LSI chips. A trend that should increase as ASICs help break down the speed barriers in networking. Just an opinion.