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To: uu who wrote (14164)8/11/1998 8:53:00 PM
From: patrick tang  Respond to of 25814
 
Semi always lead semi-equipment. Semis never turn up until it's all doom and gloom in semi-equipment land, ala all the memory guys spending huge in 1996/7 downturn and ending up prolonging the glut. AMAT's problems are all over the globe, exactly what a semi bottom would predict. But having said that, I would view events in Far East just as seriously but independently from current semi-equip woes.

I think the winners in the next round are not only the guys with the next generation products, but also the guys who can buy their way to the next generation 0.18um deep UV process. Obviously neither the Japanese nor the Koreans are in too good a financial shape to do too much of the latter now. But if LSI can keep plugging along and making 10% of sales Q after Q, LSI should do OK. Notice I did not mention the Chinese - those guys are crazy. Until somebody in Taiwan really lose their shirts in semi and go belly up, they will keep putting down their cash. Wasn't Confuscious who said that money breeds ......

patrick



To: uu who wrote (14164)8/12/1998 11:01:00 AM
From: Moonray  Respond to of 25814
 
John D'Errico Named Executive Vice President LSI Logic Storage
Components And Colorado Operations - 04:11 p.m Aug 11, 1998 Eastern

MILPITAS, Calif., Aug. 11 /PRNewswire/ -- John D'Errico, a 14-year executive at
LSI Logic (NYSE: LSI), was named today as executive vice president of the
company's Storage Components and Colorado Operations. He reports directly to
Wilf Corrigan, LSI Logic chairman and chief executive officer.

D'Errico is responsible for overseeing the product development, engineering and
marketing efforts of LSI Logic's newly formed Storage Components Division and for
managing the company's manufacturing operations in Colorado. D'Errico's
appointment coincides with the completion of LSI Logic's $760 million purchase of
Symbios, Inc.

"John brings first-hand knowledge of the requirements to successfully manage
advanced, full-service wafer fabrication facilities and effectively compete in the
system-on-a-chip marketplace," said Corrigan. "His extensive marketing and
manufacturing background makes him uniquely qualified for the job."

Most recently, D'Errico was vice president and general manager of the company's
Pan Asia Marketing and Sales group. He has also served as vice president and
general manager of LSI Logic Japan Wafer Fab Operations and has held various
management positions at the company's U.S. manufacturing facilities in Santa Clara,
Milpitas and Fremont, California.

Prior to joining LSI Logic, D'Errico held managerial positions in manufacturing and
product development at National Semiconductor, Fairchild, Solitron and Hughes
Research Labs.

D'Errico received his bachelor's degree in Electrical Engineering from Hofstra
University (New York) in 1969.

LSI Logic Corporation, The System on a Chip Company(R), is a leading supplier of
custom high-performance semiconductors with operations worldwide. The company
enables customers to build complete systems on a single chip with its CoreWare(R)
design program, thereby increasing performance, lowering system costs and
accelerating time to market. LSI Logic develops application-optimized products in
partnership with trendsetting customers, and operates leading-edge, high-volume
manufacturing facilities to produce submicron chips. The company maintains a high
level of quality, as demonstrated by its ISO 9000 certifications. LSI Logic is
headquartered at 1551 McCarthy Blvd., Milpitas, California 95035, 408-433-8000,
lsilogic.com. SOURCE LSI Logic Corporation

Copyright 1998, PR Newswire

o~~~ O