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

To: Jock Hutchinson who wrote (14117)	8/8/1998 12:08:00 AM
From: Tech Watcher	Respond to of 25814

<In part I agree with your assessment with LSI not yet having found its identity. They really haven't really hit their stride yet with their Coreware product line--at least to the extent that they ultimately hope to reach. But Grand Poobah or Tony Viola had an interesting comment about LSI in an upturn. He said that during an upturn in the semi cycle, LSI would benefit much more than the PLD guys simply because potential customers would be much more likely to want to spend the additional bucks for the sort of hard wiring products that LSI offers rather than the PLDs simply because there would be more product to be sold and also the need for greater differentiation among competitors.> This was my opinion on Xilinx and Altera from reply #13931 on 07/27. <Their programmable chips are sometimes used to be first to market or as a cheap fix if a company doesn't want to spend the money to develop a "hard-wired" solution. I think they benefitted by many new product cycles being initiated in a market where companies were fighting to keep development costs down. An overall improving market will actually not benefit Altera and Xilinx as much because companies will now make the initial investment in development (LSI's CoreWare Design) knowing that the cost per unit will be less for volume production.> There has been some easy money in Altera and Xilinx lately. They are a great "leading indicator" of a rebound for LSI-like companies. It is now time to go for the REAL MONEY. As LSI goes from $20 to $30 I will probably make $20 a share. For those of you scratching your heads, I am a short-term trader and am drooling over the prospect of trading LSI 10 to 15 times the next 3 to 6 months for $1 to $2 per trade. Half my position I won't touch until it hits at least $30. Even I can't predict every short-term movement of the stock. <GGG> I bought VLSI today at 14 1/8 and sold it about 90 seconds later at 14 5/8. Screwed up because it hit 15 1/8. This is an example of a stock with BIG VOLUME to the upside. Somebody wants it bad. You will notice in many of my posts I talk about the volume and not the price. The price of LSI has been completely insignificant, rising and falling with the market. Mark my words (and I will be the first one to re-post this) you are going to see the day soon when LSI actually becomes a DESIRED stock of the Big Boys. The next time you see the volume get back to the 3 mill range, you will see an up day of $1 to $2. Right now I'm like a kid in a candy store. I'm a chip stock trading specialist and if I don't double my money before the end of the year, I will be disappointed. For those of you faint of heart, just hang on to your LSI, VLSI and ADI and you will be well rewarded. For the adventurous type... BUY LOW - SELL HIGH - TAKE NO PRISONERS! - Tech Watcher

To: Jock Hutchinson who wrote (14117)	8/8/1998 3:00:00 PM
From: Tony Viola	Read Replies (1) \| Respond to of 25814

Jock, >>>"But Grand Poobah or Tony Viola had an interesting comment about LSI in an upturn. He said that during an upturn in the semi cycle, LSI would benefit much more than the PLD guys simply because potential customers would be much more likely to want to spend the additional bucks for the sort of hard wiring products that LSI offers rather than the PLDs simply because there would be more product to be sold and also the need for greater differentiation among competitors."<<< That was GP. I also thought that way, but a guy that contributes (mightily ) to SI said once that things can be moving so fast that the systems design or computer company never get around to converting the existing PLDs to ASICs. If it works, don't fix it, even if it costs more leaving it the way it is. Instead, they are onto new products design, again built around PLDs. How else can you explain the sizes of the revenues of Altera and Xilinx, as compared to LSI. Obviously, some companies do go back and get the logic converted over to ASIC, or system on a chip, or whatever you call it. I posted earlier that Symbios got themselves designed in on Intel's newest server motherboard, run by Xeon chips. That's great news fro Symbios, LSI, as the word is that those new mobo based servers are really taking off. Unfortunately for Intel, word of a bug surfaced in their second Xeon chipset, the 450 MHz one due out in October (now 1Q99). However, that shouldn't impact the first Xeon based mobo/server. BTW, did I post that Symbios has at least two vendor of the year awards under their belt, one from Compaq (I think)? Symbios is good. Tony