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: M. who wrote (15266)	9/25/1998 9:39:00 PM
From: shane forbes	Read Replies (2) \| Respond to of 25814

M: You are talking about the ASSP thing and yes you remembered correctly <g>. However I think the ASSP thing really applies to somewhat simpler things like DVD players and digital cameras. Not sure if the same logic applies to the 3 in 1 chip as seen in that spec. And like I said I really doubt if we will be seeing any new players in the video game console market. Therefore who would buy such a chip? More than likely people would do the set top box or DVD but not want the video game thing (?). It is the big 3 in the video game console arena and it will be only those 3 for some years... until the Web takes over (as E has correctly forecasted <g>). Therefore if LSI does have a design incorporating the 3 gadgets in 1 and no customers my feeling is that they won't get any customers and they have wasted their money and time developing it! Then again maybe the idea is to build a versatile STB and you may therefore be absolutely right - here is Motorola's Blackbird chip: techweb.com Also - for fun - DVD in cars: techweb.com Shane.

To: M. who wrote (15266)	9/26/1998 1:48:00 PM
From: M.	Read Replies (3) \| Respond to of 25814

I thought this interesting: Hub bubble, a story about Cabletron in the latest issue of Forbes, page 62. "Recently it has become apparent that routers can be displaced by so-called Layer 3 switches. Unlike a router, which sorts snippets of data one at a time, a switch opens up the electronic equivalent of a fire hose between two computers and lets the data pour through. Layer 3 switches combine the speed of a switch with the intelligence of a router. Customers need that higher speed to support applications involving voice and video. Layer 3 switches outperform ordinary routers because they contain their intelligence in hardware rather than software. Better yet, they cost less than routers. The price/performance advantage will translate into a sales boom in the layer 3 switch market, from $35 million in 1997, to $690 million this year, to $4.5 billion in 2002, according to the Dell'Oro Group, a market researcher in Portola Valley, Calif." The layer 3 switch we're talking about here is the Smartswitch Router, which was referenced in the September 9 press release concerning the component that LSI supplied to Cabletron in five weeks time. This appears to be a big market. Can anyone advise what the importance of all this is to LSI?