SI
SI
discoversearch

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: Jock Hutchinson who wrote (11059)3/21/1998 6:49:00 PM
From: shane forbes  Read Replies (1) | Respond to of 25814
 
Jock:

----

Re: We will unquestionably see it [HD-ROM] during our life time

I never discounted its viability or potential even today for a "niche" market. I just said that it won't displace DVD anytime "soon" (I think I said 5-7 years.).

----

Re: You and I will see it in the Poor House as a result of our savvy investment in "Wilfred's Follies"

Well that's rich! Considering it has not even gone into production. While the estimated market for DVD chips is on the order of a 110 million or so in 3 years! That's a chip market of about 1-2 BILLION dollars or thereabouts. Just what are the statistics out on HD-ROM market? Even assuming it does have a market now does it need ASICs? Do you see PC manufacturers clamoring for HD-ROM today?

LSI should be taking advantage of its manufacturing capacity *today*. LSI should therefore be manufacturing large volumes of chips. DVD will be a large volume chip that plays right into LSI's technical strengths and market focus. So LSI should be manufacturing DVD chips today.

----

//ot on the Rydberg constant. I was converting to standard (still called SI these days?) units. That was just the conversion factor from eV to J. You must also include the (10)^(-19)! 1eV = 1.6 * 10^(-19) J.

1 eV = energy imparted to an electron when subjected to a Field of 1 Volt
Electorstatic energy, E = q(delta V)
with q = 1.602 * (10)^(-19) Coulombs (note typo 2 not 9 - 1.6 or even just 2.0 or 1.0 would have been accurate enough for the free energy calculation which needed just 1 significant digit.)
and delta V = 1 Volt, the result follows.

----

Shane.