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To: Jock Hutchinson who wrote (14754)	9/3/1998 6:45:00 PM
From: DavidG	Respond to of 25814

Jock, FYI Sounds like CDN has the tools to make the SOC more of a commodity. biz.yahoo.com DavidG

To: Jock Hutchinson who wrote (14754)	9/3/1998 7:19:00 PM
From: shane forbes	Respond to of 25814

Jock: That made me think of something. There is a lot of friction between the EDA companies' encroaching of the ASIC companies' space. After all Cadence and whoever else is now competing directly with the ASIC companies. Not a good thing for your supplier of tools to become your competitor. After all Cadence, Mentor and Synopsys might eventually just say we are not going to be supplying tools to you Mr. LSI. Wouldn't that be fun? This is a long long long way off though and is pretty much inconceivable at this point. Maybe Cadence's whole business about tools being difficult was just a ploy to allow them time to get a toe-hold in the SOC business <g> Seriously though, I do not see any point for Cadence to buy LSI since the eventual goal is to somehow provide only the intelligence and not the hardware. Call it the I wan't to be like Microsoft and not Microsoft+Intel model. Yes and I like the valuations of a true intelligence company like Microsoft! <g again> LSI is still fine over the next cycle and again the design wins are an excellent indication of that strength. Do you know how many design wins LSI has per q? And better if this has accelerated? Finally we should see the Dataquest report about consumer segment market share one of these days. If LSI has gained there that would be more proof. Also one more point about Erica's report - her commoditization argument is really applicable more to VLSI's chips than LSI's. In any case I don't have to remind anyone that commoditization (in terms of large volumes and decent margins) is not always a four letter word. After all chips are not grains! Here commoditization broadens markets Finally as MU can attest, commodities are not evil when they are in short supply! LSI is a long way from being a commodity company. Designs are not commodities! Designs are intelligence!

To: Jock Hutchinson who wrote (14754)	9/4/1998 1:19:00 AM
From: Andy M.	Respond to of 25814

Jock, You said <<<Another problem facing LSI is that LSI is dependent upon Cadence and others for providing the software for the design tools that LSI needs for its future deep sub-micron products.>>>> Can you say more about this or where you got this information? I know that LSI has engineers who write software which the product developers use to design the chips because I talked to one of them (an engineer that is). Or are you talking about a specific type of software that they don't work have in-house? Andy