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

To: Troll_29 who wrote (9934)	2/20/1998 1:08:00 AM
From: Duane L. Olson	Respond to of 25814

Troll..I'll be darned if I can answer you question...But Shane probably can...and if not there are several other possibilities on the thread... so good luck..sorry I'm no help.. Duane

To: Troll_29 who wrote (9934)	2/20/1998 3:15:00 AM
From: Tek Trader	Read Replies (1) \| Respond to of 25814

Troll I was not aware LSI was manufacturing the actual DVD drives. They are however offering a decoder card for DVD as PCI, AGP, or integrated. Tek Trader

To: Troll_29 who wrote (9934)	2/20/1998 12:46:00 PM
From: shane forbes	Respond to of 25814

Troll: LSI has HP as a customer. Whether HP uses LSI's DVD chips I don't know. During the November Comdex thingie LSI had Micron Electronics as the representative PC OEM (and no other PC OEMs). C-Cube (the big mouths!) recently announced deals with Packard Bell and others. But I did not see HP mentioned there. You mentioned a way of finding out. I have one but it's expensive. Open the DVD drive and check out the decoder manufacturer. If LSI I think there would be some kind of identification that the chips came from LSI. L64020 is the decoder product number. Not an engineer but I'm sure these chippie things have to be idenitified somehow and there must be some Lxxxxx on the chip if it were an LSI chip. Another thing is that LSI may be one step lower here. In the sense that some other OEMs may be using LSIs DVD chip in PC Cards etc and then those OEMs would then ship to HP. So HP may not show up as a customer but HPs computers would nevertheless have LSI chips. So for instance a Japanese manufacturer may have built the DVD drive and then shipped the drive to HP. DVD is a growth engine for LSI. They should generate around 40-60 million this year and hopefully ramping up much faster next year and beyond. Remember their base revenue is 1.3 Billion so 40-60 though big is not exactly a 30% revenue gain!