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

To: Richard Schemitsch who wrote (11730)	4/20/1998 11:35:00 PM
From: shane forbes	Respond to of 25814

Richard: As pointed out earlier I do not think this is something that LSI need worry about right now. Come to think of it there is an easy out. Say SGI spins off MIPS and MIPS is public. If it followed ARM of a couple of days ago the valuation will shoot up to absurd values and force any evil buyers to remain on the sidelines. Re: IBM insisted on an alternative CPU vendor when they designed the IBM PC and in my opinion, LSI should also. I think comparing what IBM, a 1 billion in earnings/Q company to what LSI, a 0.035 billion in earnings/Q, should do and has the power to do are totally different things. IBM can dictate the rules, LSI cannot. IBM has billions of R&D money, LSI does not. I think LSI's R&D money can be profitably spent elsewhere. Business is about taking risks. In the same way that I do not worry (too much) about the next big California earthquake striking down LSI's Calif. fab or the next Japanese earthquake trashing LSI's Japanese fabs, I likewise do not put LSI losing out on the MIPS architecture high up on my "important risks" category. It is a risk true but not a major one. For the major risks, the important risks, check out the latest 10-K. Or maybe LSI should turn the tables and buy MIPS !!! Then lock out everyone else and rule the world... (humor) Check out: teammips.com (IDTI has the coolest logo I've seen...) and here is what makes all this talk about LSI losing MIPS big-time moot: sgi.com Silicon Graphics will retain a majority stake in MIPS Technologies after the initial public offering and will continue the development of MIPSr microprocessors for the Silicon Graphicsr platform as part of the Silicon Graphics Computer Systems Organization. Case closed... Shane.