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

To: Douglas Nordgren who wrote (9240)	1/28/1998 11:02:00 PM
From: shane forbes	Read Replies (1) \| Respond to of 25814

Douglas: (1) RE: Also, I interpret the 80% to mean that 80% of their design wins were in Fibre Channel, not that they had 80% of the Fibre Channel design wins. No! Sorry I can't agree. I'm 100% certain that he meant "80% of the Fibre Channel design wins". My only issue is 80% of the Fibre Channel design wins for what? storage only? some combination of networking and storage? everything? LSI does a lot more than just Fibre Channel. So if you were right and they had "80% of their design wins" in Fibre Channel we'd all be dead because that would mean the 1.2 billion in other business they have is stagnating or dying. Which is just not happening. Consumer electronics DCAM and DVD would be excellent countexamples that together with communications be responsible for much more than the implied 20%. (2)Re: IDC projected total FC market of $10 billion by 2000. Others' estimates lower, some higher. FWIW. The 700 million I quoted was for the ICs that go into the 10 billion dollars of end-user FC stuff. Since LSI makes ICs that's the relevant number for us. (3) Sometime ago I'd posted some data about the FC market. I'll see if I can find it.