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: Paul Lee who wrote (12735)6/1/1998 3:39:00 PM
From: shane forbes  Respond to of 25814
 
Paul:

I'm not a techie and so I really don't have a clue. As you might know LSI is really kicking some serious butt in networking. As you may not know LSI is for the first time that I can recall being mentioned in other companies' conference calls as "coming on" in the networking area and potentially posing some serious problems for some of the incumbent high-end networking chip vendors.

shane.



To: Paul Lee who wrote (12735)6/2/1998 6:55:00 AM
From: shane forbes  Read Replies (2) | Respond to of 25814
 
Paul:

Take a look at this:

lsilogic.com
especially: lsilogic.com

Though available in March of 1999 (yes 9) this looks like the kind of breakthrough that will hurt people like perhaps VTSS down the road - much cheaper and capable of doing just the kind of very high end stuff that those guys are capable of doing. I'm no expert but I say LSI profiles this core in its timeline for 1998 in the annual report for next year (that is, it is a significant thing like the Integra and the ATMizer etc etc...)

Again this telecom type of stuff is about 2 dimensions away from my level of expertise.

Shane (anyone notice how diligent these days LSI has been with product intros - they not only have the news release, but a technical background, a product release, a whitepaper, and then best part for me a slide show. Thus there is information for the different levels of web dude and dudette. Maybe LSI is slowly getting the message - give us information - this keeping us in the dark thing does not do your stock any good...)