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

To: Tony Viola who wrote (12971)	6/12/1998 1:50:00 AM
From: SidStock	Read Replies (1) \| Respond to of 25814

Tony, I havent seen much of IBM ASICS, but i have seen a lot of LSI. I think I remember IBM ASICs at Bull italy, but that is about it. I am quite sure when they say "customers" that includes internal customers as well as external. A couple of years ago IBM tried to get into the EDA industry, but a lack of sales force and they finally had to scrap it. As for ASICs, i dont see them having much of a sales force there either? Its not like the mainframe peddler also sells asic's! I see the web page states 70% over last year, but that is over WHAT? 70% growth is pretty easy if you have very little in the pipeline. IMO, Its all marketing fluff if you ask me... Sid

To: Tony Viola who wrote (12971)	6/12/1998 12:04:00 PM
From: Bret Masterson	Read Replies (1) \| Respond to of 25814

Sorry for the rehash. I couldn't figure out how to unsend this. << "IBM's custom chip business grew by more than 70 percent in 1997, based largely on our ability to handle complex designs," said Mike Attardo, General Manager of IBM Microelectronics. "With the drive to integrate more components on a single chip,>> Tony, You have to be a bit careful with statement like the above, as I imagine IBMs sales in this area last year were very small, and thus it is easy to get a big percentile increase. Bret

To: Tony Viola who wrote (12971)	6/13/1998 4:16:00 PM
From: E. Graphs	Read Replies (1) \| Respond to of 25814

Tony, I think you made a good point here; so did Sid. I agreed with Sid initially in that IBM is not in the merchant market chip business; they don't have the infastructure for it. However, after looking at your reference I see that they are spending some of that $$$$ to build up their application engineering, and intend to support their future customers. chips.ibm.com Still, I would not sell LSI on this news. First, let's see how this investment pans out for IBM. I can imagine some real conflicts of interest when their internal customers' needs are in direct conflict with their external customers' needs. Let's see how IBM will prioritize. Besides, I can invest in LSI whereas I can't invest in IMD. LSI is the pure play. Regards, E