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

To: JMD who wrote (9742)	2/12/1998 10:19:00 AM
From: shane forbes	Read Replies (2) \| Respond to of 25814

JMD: That's tough because these things can ramp so quickly and unpredictably. But this list is probably ok: Consumer Electronics: DVD (potential around maybe $80 million in next 12-18 months) DCAM (maybe 60 million) PlayStation (250 million) STB (200 million) Communications: Networking (300 million) GSM (50 million???) miscellaneous other communications + others that I do not know of Computer: Storage (150 million) Fibre Channel related Storage(something included in above + more???) Other Workstations related(?) Java chips (perhaps ????) ---- Don't pay too much attention to the numbers I basically made them up and/or used H&Q old report. I have the strongest sense about their consumer electronics chip market and least feeling about their computer market. The consumer electronics chip market is why I have LSI. If that market comes anywhere close to the 10 billion or so in 2000 and LSI retains (we hope/ ideally it would do better) its 13% share that would be 1.3 billion from consumer electronics in Y2000. Which would be phenomenal. (And I have absolutely no faith in this 1.3 billion number. Looks too huge to be believable. :-)) My feeling has been that if DVD takes off LSI will be minting money. The others are more certain than DVD and should enable a nice stream of earnings.