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: Jock Hutchinson who wrote (11460)	4/5/1998 12:38:00 PM
From: Moonray	Respond to of 25814

Jock, thanx for the explanation. I learn something all the time from reading these SI threads. Very enlightening. o~~~ O

To: Jock Hutchinson who wrote (11460)	4/6/1998 5:35:00 PM
From: Jock Hutchinson	Read Replies (3) \| Respond to of 25814

Dear Moonray and Dan: I spoke with LSI IR today. Moonray; Yes the Cicso 2500 series does have LSI chips. It is difficult to predict LSI's revenues until the specific configuration is known. LSI has IBM as a customer and a competitor, so the fact that IBM is a major player on the project with a unit that is not its chip unit does not present a problem. To repeat, 1 million terminals for the world's oldest major e-commerce system--airlines' reservations. Dan; With respect to your question about a universal chip, covering CDMA/TDMA/GSM/analog, I was told that there is no universal standard so LSI is not working on it. LSI will need to be if the market consolidates. I find this very encouraging because LSI is ahead of other competitors in overall strength among these different standards. Finally, with regards to National Semi's announcement today, there is no chance that LSI will attempt to put together a CPU on a chip. Halla, of course was formerly with LSI where he pressed the agenda, but Wilf felt there were better fights to be fought than head on with Intel. Good luck and health to all