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

To: akmike who wrote (14792)	9/5/1998 4:00:00 PM
From: Jack Whitley	Read Replies (1) \| Respond to of 25814

<<We are somewhere far along in the current downcycle for the semiconductor industry and LSI is changing its business model on the run as it were. Will they do everything right? Will they win bigger than anyone else? Nobody knows(even Wilf)! But we don't have to be able to answer those questions affirmatively to come out real well from this point.>> To the entire message board - I have a question about the prospects for the semi market as a whole. Do any of the experts here see a dramatic upturn in demand (even dare I say a shortage) for all types of semis based on the fact that on Jan 1, 2000 a certain per cent of embedded chips/processors are basically going to crap out? Then, the owner's of the machines these bad chips are in can try to figure out which semis crapped out and replace them, or, they can go out and buy new machines (which will require thousands of new processors to build). These new machines will have to be purchased quickly if these companies want to stay in business. Even with the amount of alarmist press so far on Y2K, i think awareness in this area is extremely low at the mid/upper level non-technical management level. I realize this is a simplistic question in the face of some outstanding analysis from some of you about LSI's specific problems, but any thoughts would be greatly appreciated. jww