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

To: Duane L. Olson who wrote (11196)	3/26/1998 5:04:00 PM
From: E. Graphs	Respond to of 25814

Duane, Yes, I did mean that. E

To: Duane L. Olson who wrote (11196)	3/27/1998 3:41:00 AM
From: shane forbes	Read Replies (1) \| Respond to of 25814

TSO: You said recently that GSM installed base is big but CDMA is growing the fastest. That is exactly the case. Here's proof: techweb.com 1997 2002 CAGR GSM 64 248 31% CDMA 6 92 73% ----- I don't see why LSI can't come up with a super-duper CDMA chip. I expect them to do so sometime in the next year or 18 months. My preference is for them to make sure the market is there before spending too much R&D money. LSI is too small to be everything to everyone - they have to pick their spots. And they have to pick wisely.