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

To: Duane L. Olson who wrote (10617)	3/5/1998 9:16:00 PM
From: DWB	Read Replies (2) \| Respond to of 25814

Duane, you said... ...which suggests to me that GSM turned out to be One of the reasons that LSI has been underperforming lately ... Those projections of a market for GSM trippling by 2000 is especially suspect to me as being the same drum that was being beaten in '95/'96 ..."HUGE Market for GSM in Asia"... But I wonder how much of that market developed? Surely you jest, right? China has now eclipsed the US as Ericsson's largest market, India is also in their top 10, and GSM system implementation in Asia is still growing (all the while Ericsson keeps growing earnings at 20-30%/year). Check out the number of GSM systems Ericsson alone has installed in Asia... ericsson.nl I'd call that huge. You really need to take those blinders off before you post about GSM systems. Otherwise you might hit yourself a little too often with that Code Divided buggy whip in your hand... DWB