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: thomas hayden who wrote (13251)6/28/1998 5:31:00 PM
From: Grand Poobah  Read Replies (2) | Respond to of 25814
 
Thomas,

I know Shane has written about LSI's growth prospects very eloquently. In fact, I have a couple specific posts/articles in mind, and I will try to find them, but maybe someone else can first. The first is the column he wrote for SI back around March, which was an excellent description of LSI's business overall. The second is the post(s) he made describing LSI as a combination of two businesses, one a declining gate array business and the other a growing standard cell business, to which he attached some revenue numbers. Shane said it much better than I could, so maybe we can reference what he wrote then.

G.P.