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

To: shane forbes who wrote (9461)	2/4/1998 8:33:00 PM
From: shane forbes	Read Replies (2) \| Respond to of 25814

I spoke to Diana Matley, Director of Investor Relations, today. Here's some cool info. on LSI (my notes from the call are in italics. the rest is my embellishments. So believe the first part and look at the 2nd part!): ---- (1) DCAM - market researchers indicate that LSI has a 1-year lead in this area. ---- (2) Though market statistics indicate LSI is involved in the "gate-array" business, LSI is really high end here. Ms. Matley called the low-end the "dark and bloody ground" that LSI does not wish to participate and has vacated. [translated: The low-end gate-array area has oodles of competitors, poor margins, and slow growth so why should LSI focus here? They should not! LSI's strengths are in IP and in the std-cell libraries. Consequently that's where the margins and that's where LSI is rightly focusing. This is the long term vision of the company and so summaries like that of last year which showed miniscule growth for LSI in the gate-array business viz-a-viz their competitors probably should be taken at face value and I bet LSI is not at all concerned about their losing market share in this area. And that means neither should we. Kind of leaving the low-end to the PLD guys and others to take if they want. Also gate-arrays are growing very slowly - I think 9% with PLD eating away at their markets. Std. cells/cell based are much faster growing.] ---- more continued later... ---- "We gonna ride the boogey" Jook Joint rules!!!

To: shane forbes who wrote (9461)	2/4/1998 9:04:00 PM
From: shane forbes	Respond to of 25814

Here's some more: (3) Average design has 400k gates. ---- (4) LSI does indeed have a substantial number of the design wins in the FC area. The 80% was corroborated and is true. But darn I think it is the entire area with special focus on the storage area. --- (5) DataQuest final numbers for semiconductor growth for 1997 over 1996 is 4%. ---- (6) Cable STBs: LSI originally thought the cable area would be the area where STBs would rule. However the digital satellite people won the initial battle and LSI has done well (very well) here. As cable STBs come on line in the next few months LSI should not have much of a problem doing these designs. In fact the first designs for STBs were for the cable area. ---- more later.... ---- "What makes you feel like doing stuff like that" Juke Joint really rules.