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To: shane forbes who wrote (12345)	5/13/1998 11:55:00 AM
From: Michael F. Donadio	Respond to of 25814

Shane, your oddessy to lower Manhattan is one I very well know. Cars and Manhattan during the day do not mix unless money is no object or you know a favorite parking place to travel from. Hopefully the former may eventually be true if Wilf Corrigan's perspectives prove correct. <My contention is LSI is entering a long term up-leg> That statement very well summarizes much of what Wilf Corrigan said. He contends that it is imminent. <...was the "this time is different" theme played?> Your own comments Shane speak directly to what Wilf said. It's as if you were there. Yes, this time is different. If I remember correctly, he said semi's have down cycles of 2 to 2 1/2 years. That is ending now. Intel was a aberration because of the PC. Intel is in trouble now because computer buying is for internet access and high end CPU's are not needed. Corrigan listed three branches of products LSI makes. Computers: for vendors such as Sun, Compaq, Dell, etc. Consumers Products: for vendors like Minolta, Casio, Sony, Matshusita, etc. Telecommunications: for vendors like Cisco, Cabletron, Fujitsu, Bay, etc. Real growth now is in Consumer Products and Telecommunications. The latter two he sees as LSI's strongpoints. The internet is the the driving force today, not the PC, with E-commerce doubling every 100 days. Three billion in '96 and 123 billion by 2000. This of course translates to increases in transistors/person of what I believe were 55%/yr. He made mention of LSI's reliability for timely implementation. Citing many former DRAM semi's in Asia that tried to reorient to SOC product strategies, some LSI customers were attracted to the cheap prices they were being quoted for asian implementation. He said, "Give them a try". They did, and did not get their products out the door thus missing their "window of opportunity". They have come back to LSI. Someone asked about the Playstation. Wilf said that Sony's profits for the Playstation are huge. I wish I had a tape recorder because I thought he said that more than 20% of Sony's profits come from the Playstation. No comments could be made by him, however, about the future development of the playstation because Sony demands confidentiality. Wilf said, however, that if Sony does something, LSI should be a part of it. < Was the food good?...how long did the apres-meeting thing last?> Shane, there were cheeses, fruits, vegetables, a bar, and hors d'ovres were served. The view was of the East River and Brooklyn. I did not stay long, and concentrated mostly on the demonstrations of some new things, especially the camera which they let me play with, and watched a video on the Gresham plant. It was my first shareholders meeting and I'm not good at social events. I was out by 5:40 PM. I'm sure with your grasp of relevant issues your input would have been considerable. I very much admire your contributions on this thread, especially your spotlighted analysis. I think Wilf and others were hoping for more questions. They had their act together in my estimate and so do you. All the best, Michael

To: shane forbes who wrote (12345)	5/13/1998 3:22:00 PM
From: DWB	Read Replies (1) \| Respond to of 25814

Was flipping through one of the endless number of trade catalogs I get every other day at work.. (this one is called "Publishing Perfection", Publishing, Graphics & Digital Video Computer Products) I don't know how I get on all of these mailing lists... but aaaaaaaaaaanyway, the first 6 pages are devoted to digital cameras, and right in the middle of page 4 is the QV-5000SX unit from Casio (which has the DCAM chip). They've got it listed for $600 USD, so looks like it is starting to trickle into the stateside market as well. There also are a couple of Minolta offerings, but I couldn't tell if any of them use the DCAM chip too. The $600 price for the Casio is around lower-mid range (high of $5600, low of $400) of the ones in the catalog, but has alot more capability in terms of resolution and picture speed. Just thought the thread might like to know. DWB