Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Tony Viola who wrote (9877)	2/18/1998 10:42:00 PM
From: E. Graphs	Respond to of 25814

Speaking of Intel, games, movies, digital cameras, and other stuff..... ......more from Wired: >>Intel Heads in All Directions<< wired.com

To: Tony Viola who wrote (9877)	2/18/1998 11:16:00 PM
From: shane forbes	Respond to of 25814

Tony: My influence with Wilf and Andy goes something like this: Will that be all Sir More tea Sir More wine Sir No Sir it's $1,500 a night for that friend, $2,500 for two friends... --- Still more on INTC and digital camera news: sumnet.com According to PMA statistics, 350,000 digital cameras priced at or lower than $1,200 were sold in 1996 and sales are expected to slowly increase to about 4 million units by the year 2001. Even that number, however, is a small fraction of the 50 million cameras that are sold annually, according to industry estimates. Intel's Mr. Whiteside says Intel knows it is going to be a long haul and it is prepared for the ride. "Our belief is that Intel needs to play a leadership role in the digital and video imaging industry. --- Using 350,000 in 1996 and 4,000,000 over 5 years yields a CAGR of 63% a year for the next 5 years. Since when is that considered slow? Perhaps they mean low volume for INTC's standards. --- Tony: Interesting thing about INTC moving into these markets is that the exact reverse thing happened many moons ago when LSI first embarked on the CoreWare journey. They did so to run away from bruising INTC competition in the chipset arena. Now 7-8 years later INTC wants in to LSI's realm. In 1995 INTC's big guns were laughing at (and deriding) LSI's Halla for the integration concept and the cheap Internet on a chip (STB) market. It's a funny world. Or: see Spot run, see Spot run, see Spot chase the gold at the end of the rainbow see Spot run. --- And you are right I think INTC wants to link everything to the PC. Though the above article suggests this attitude may be changing. Suspect that it would be wise for INTC to just do it and not worry too much about PC or non-PC. The days of a typical consumer paying 3,000 for a PC are fast vanishing. --- And finally on the patent thing, I think LSI has "System-on-a-Chip Company" as theirs. Just "System-on-a-Chip" I guess is not! ---