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

To: SidStock who wrote (13024)	6/13/1998 2:26:00 PM
From: shane forbes	Respond to of 25814

(IBM numbers and competitive thrust) Sid: Excellent stuff! The Bloomberg article that K posted said 3.3 billion in sales with 60% 'custom chips', 20% MPUs and 20% memory I think. Again the 'custom chip' def I do not know. As I showed in a previous post what IBM includes as 'custom chips' includes ASICs and Std. Cells and some other categories. The stats that that the ASIC leaders showed IBM at around 1.35 b. combined ASICs and Std. Cells vs. 1.1 b. or so last year. (Funny but 0.60 * 3.3b = 2.0 b and if you take 1.1 b. and up it my IBM's reported 70% you come to 1.9b. - close to the current 'custom chips' category!) The point is that IBM is competing with 1.35 bil vs. LSI's 1.15bil, LSI had the fastest std. cell growth rate last year, PLUS key is that some (maybe a lot) of IBM's numbers may be captive (???) (No idea if they wipe out captive sales in reporting the above numbers.) I will check with LSI about the number of designs with gates over 1 mil. gates - that will likely give a very good indicator. If IBM is doing over 115, I would guess LSI would be at around 70+ - which is big enough. Any idea how good the IBM equivalent of the LSI CoreWare library is? It should be a doozy... Looking forward for more interesting stuff like the post you put together. Shane.