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

To: fedhead who wrote (14783)	9/4/1998 4:32:00 PM
From: shane forbes	Read Replies (1) \| Respond to of 25814

But just where are the greener pastures in semi-land these days? Besides I could argue since other companies stocks' have cratered just as much those companies face the same problems as LSI. So maybe BOB leaves NSM to join LSI and JIMBOB leaves LSI to join NSM. So LSI has one less JIMBOB but one more BOB <g> (If they leave they forfeit a whole bunch of vesting now and have to be made whole at other companies. Not sure if these days any othe companies in ASIC/SOC/semi land that are public are in such a generous mood. ) (Besides LSI reprices those options every year. You can bet they will be repriced again this year.)

To: fedhead who wrote (14783)	9/4/1998 4:42:00 PM
From: shane forbes	Read Replies (1) \| Respond to of 25814

Also as everyone knows Mr. Atmel is trying to do the SOC thing. When George was asked who he was trying to be like, he said he was trying to <sit down for this> be like LSI. Of course ATML is in the top 5 %most down stock list. But LSI is one of the big wigs in this industry and people should realize this. For instance when LSI was not going to join VSIA people thought VSIA would be toast. IBM too was reticent. IF one believes that SOC is the way to design systems in the future (and anyone who does not is from Mars) then LSI is in the forefront. There are always threats when making a paradigm shift and LSI's lack of earnings growth in the last few years may mean there are some issues in the business model but heck when everyone is chasing you they must be doing so for a reason and if one believes that this is the wave of the future and assuming that LSI has some bright people working for them then one must reason that there is a high barrier to entry here and that it is not a simple matter of retrofitting a fab, hiring a few designers and buying IP. Hopefully...