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


To: shane forbes who wrote (15190)9/22/1998 12:45:00 PM
From: patrick tang  Read Replies (1) | Respond to of 25814
 
This QLogic thing reminds me of the question at early 80s at the dawn of LSI - are the system guys going to swallow the IC guys downwards or the IC guys going to swallow the system guys upwards. LSI will swallow QLogic. Very hard to do product development in foundries - the wafer through put for engineering lots just kill you.

Gresham is a must. It can be argued that without Gresham, this stock is not a buy.

patrick