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

To: Jock Hutchinson who wrote (15251)	9/25/1998 5:41:00 AM
From: shane forbes	Read Replies (2) \| Respond to of 25814

BINGO! GOOD RUMOR TO START. First check this out: lsilogic.com Then check this out: I AM WILLING TO BET THIS IS THE NEXT SONY PLAYSTATION CHIP: lsilogic.com Ha Ha!!! Dr. Dufus finds the good stuff again! <ggg> Shane (had a sneaky suspicion that the whittling down of Sony revenues was a reduction in inventory because they are ready to move onto the next generation PlayStation faster than people think - IS THIS A GOOD EVIL RUMOR OR WHAT??? Sherlock eat your heart out? <ggg>)

To: Jock Hutchinson who wrote (15251)	9/25/1998 2:08:00 PM
From: patrick tang	Read Replies (1) \| Respond to of 25814

If my memory serves me correctly, those two fabs started running wafers a little more than 1 year ago. Most likely they are of 0.35um technology. Today - overcapacity. Tomorrow, as in 6 months, - obsolete. Looks like Lucent and IBM will get to pick up half a fab for cheap and then convert these to sub-0.25um with new steppers. The Cirrus CEO also made a statement about how hard it is 'to eompete against Intel's roadmap' since Intel is integrating stuff into CPU and chip sets all the time. LSI is in the right area. From now to the next upturn, they just need to keep going where they are already headed PLUS make sure that their manufacturing is top notch. They will be competing in high volume markets and manufacturing powerness is a must - just look at Intel. patrick