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To: shane forbes who wrote (14720)9/2/1998 5:45:00 PM
From: uu  Read Replies (1) | Respond to of 25814
 
VLSI warned. Not that it is any surprise to anyone, do you think LSI will be punished further anyway just for the heck of it?



To: shane forbes who wrote (14720)9/3/1998 12:18:00 PM
From: Jock Hutchinson  Read Replies (2) | Respond to of 25814
 
Shane: What is your take on the Fibre Channel v. Gagabit Ethernet debate? Obviously the successful future of Fibre Channel is extremely important to LSI's long-term success. Don't you feel that Q-Logic is a far superior play to LSI since any growth in Fibre Channel would only marginally enhance LSI's growth, while at the same time it would create exponential growth in Q-Logic?



To: shane forbes who wrote (14720)9/3/1998 12:44:00 PM
From: E. Graphs  Read Replies (2) | Respond to of 25814
 
Hi Shane,

Good to see you are still around.........a lot of people missed your input here. I tried to tell them how you just go poof! but they never believe me. They prefer to think you're out freeing minks or something like that...:o) Fla/Frank said to say ciao if you ever showed up again....he took a loss.........got really discouraged when the stock broke last major support.

Question: Do you (or anyone else?) know the name of a small Italian ASIC company LSI may have a big stake in, or possibly owns? It's somewhere near Milano.

TIA

E!



To: shane forbes who wrote (14720)9/3/1998 2:06:00 PM
From: Mark Oliver  Read Replies (1) | Respond to of 25814
 
Shane, I'm curious why you say the storage business is solid? It may well be, but I thought the recent announcements from Cirrus that they could use a technology from ARM to reduce the number of chips need in a drive from 4 to 1. That would seem to mean that some of the specialty chips made by LSI might not be needed in the future?

Does LSI have an ARM like plan to offer the same consolidation of function into a single chip?

Regards,

Mark