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

To: DWB who wrote (10882)	3/14/1998 9:15:00 PM
From: Duane L. Olson	Read Replies (1) \| Respond to of 25814

Dan..We could both make a lot of money if agreement were the prime requisite: #1.. I concur. #2...You are entirely right, and I couldn't agree more. #3..Right again..MOTs problems with their CDMA implementation were almost entirely with the software. To reinforce your final point...I currently DO NOT own QCOM, though I expect to again soon. And I would have to agree as well that it would be best overall for the industry if no single company would have a key patent upon which the other players were dependent. Perhaps that alternative version of CDMA will still come out of some R&D lab to level the playing field.. Have enjoyed the give and take, Dan... I feel just a bit more educated than when we began the discussion... //OT// What is your current view about the prospects for LSI, BTW? TSO

To: DWB who wrote (10882)	3/14/1998 11:06:00 PM
From: Tom Caruthers	Respond to of 25814

The nice thing about LSI from my standpoint is that they are an extremely flexible engineering company. Unlike companies like Qualcomm which have their futures pinned on any one particular technology, LSI can and will go where the money is. System on a chip is all the rage now (NSM, LU, Samsung, etc.). It's nice to know that 1) it's more complicated than it sounds 2) those with the most experience will likely do the best. In a nutshell, that's why I think LSI is in a great position. (Of course, not the only reasons....) Go LSI! Tom C.