Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Jack Whitley who wrote (14795)	9/9/1998 5:36:00 PM
From: shane forbes	Read Replies (2) \| Respond to of 25814

Jack: That is a really good question. I do think you are right but I have no real feel for the size of the demand that will be created. I do know one thing. There will be monster boom years over the next 3 years or so. Things like the Y2000 thing could only add to that. However, the major incentive for the whole boom thing in chips is the connectivity thing and the entire digitalization thing. Overlaying this strength is weakness in the "old" uses of chips - PC demand, inventory adjustments etc etc. But the "new" uses of chips - internet, CDMA, IAs of all kinds (Palm Pilot and their ilk), DVD, digital cameras, digital TV, the entire China thing - they are going straight to digital - surely means that companies like LSI will do well. Now ask me when? and I will shrug. I would have said 1998 but then we had Asia. I would like to say 1999. But who knows. What I do know again is that there is a slingshot effect ready to take place in even the "old" uses of the chips as the pent up demand in Asia and elsewhere will spring back if and when those economies improve and the people there have money to buy things other than basic necessities! So then the "old" will explode up and the "new" will continue to move exponentially up (maybe matching the the 3x YOY increases of Gilder's bandwidth law for things like DVD and DCAM for LSI) And that's why I think, regardless of what Mr. Market has to say, that LSI as an investment makes sense to me.