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: shane forbes who wrote (15163)	9/21/1998 6:37:00 AM
From: shane forbes	Read Replies (2) \| Respond to of 25814

if anyone wants to read about SCSI here's plenty: scsita.org growth rates and FC comparisons: scsita.org and the players: scsita.org (heck QLogic also does SCSI!) and you email Harry (Perry's Grandson) Mason at symbios.com and ask him all you want about LSI's earnings prospects and whether the Symbios acquisition made sense (humor!): scsita.org Shane.

To: shane forbes who wrote (15163)	9/21/1998 1:17:00 PM
From: patrick tang	Read Replies (1) \| Respond to of 25814

I think FC and SCSI will co-exist. They both have their good points. SCSI 3 is faster than FC, backwards competible, but FC can go over long distances. Perhaps FC will dominate 'back-bones' while SCSI will dominate 'boxes'. LSI and Symbois is in both. It is actually better to be able to supply both. Then customers can do one stop shop both their needs. The high end enterprise servers that use FC will probably be a strict design-in stuff with long sales cycles. If LSI is dominating with >80% market share, it will be hard for others to fight their way in. I think these kind of enterprise servers are about to take off - Xenons servers, 4 way ones, will be the key. But the most important point I think is that the technology will continue to move forward and new stuff will get deployed continuously. LSI need to be in the new markets with the new products. They are, and thus in the next way they will do well. patrick PS Note how much STM dived today! Must be earnings warning coming. So LSI's problem is not uniquely theirs. Everybody's seeing it.