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: DWB who wrote (10706)	3/8/1998 4:42:00 PM
From: shane forbes	Respond to of 25814

Dan: Exactly! One should always read between the lines in those press releases. Three things that caught my eye in the release: (1) the sampling to customers phrase (2) the statement of the chip's cost ($15) to customers (3) the opening of the wireless communications group. Rarely have I seen LSI do (1) or (2). These things together with the third (why open a group if you don't anticipate good growth and a bigger market share!) and of course the biggie - putting the analog portion on the same chip as the digital processors thereby reducing the number of chips needed and creating a true System-On-A-Chip - made me think this is going to be a blockbuster type chip. (I also took a gander at LSI's GSM presentation (on the web-site).) Compare this with say VLSI's most recent solution called the One C. (3 of every 10 chips in GSM handsets are VLSI's and I think this business for VLSI has been growing at a 100% clip the last few years). VLSI only has the DSP and RISC cores on the chip. Analog interface. LSI has everything on one chip. So I guess whereas a VLSI implementation would need 2 chips, LSI could use just 1. That means size reduction and a dirt cheap chip that will operate with less power and dissipate much less heat. Now build these in G10 and maybe later G11 for a market with the growth and base of GSM and you have all the ingredients for a humungous blockbuster! ---- Basically anytime you see LSI cosolidate lots of previous chips on one chip we are golden. It validates The System on a Chip concept from the System On a Chip Company! ---- Shane.