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To: Joseph E. Caiazzo who wrote (2916)	2/11/1998 12:22:00 PM
From: shane forbes	Respond to of 6565

Speaking with LSI, they always speak highly of IBM Microelectronics. IBM with its Cu is down to 0.12u I think or will be soon. My feeling is that LSI regards IBM as their best competitor. LSI recently announced a programmable single-chip GSM baseband that has been well received. In any case it is VLSI that probably has to worry more than LSI long term I think. VLSI has the greater dependence on wireless chipsets. LSI's communications area is more geared towards the networking area I think.

To: Joseph E. Caiazzo who wrote (2916)	2/11/1998 2:17:00 PM
From: Maui Jim	Read Replies (1) \| Respond to of 6565

Joe, I know Commquest well. They have spent a lot of money with very few design wins. Let me put it this way, VLSI worries about them about as much as IBM worries about VLSI. Of course IBM is more of a threat. The SiGe was originally intended for their mainframes. When those chips all went CMOS, IBM decided to continue the development, with a focus on communications. Commquest will help them expand in this direction with the design expertise. In my opinion what IBM needs to do now, is buy VLSI to complete the picture. It would be a better match than TI-VLSI, because TI is committed to their proprietary DSP technology, while IBM could really benifit from VLSI's library... Jim