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

To: patrick tang who wrote (15373)	10/2/1998 2:36:00 PM
From: shane forbes	Read Replies (1) \| Respond to of 25814

Here's bad news for the pure IP model and this should be good news for an LSI that has a huge (working!) library and the design skills and the process technology: eet.com Hope for intellectual-property (IP) companies might be short-lived, based on the views of a panel of analysts who convened here this week. Commodity IP isn't a sustainable business model, and only a rarefied few IP companies will be blessed with large-scale success in the future, speakers said.... In addition, some systems houses are becoming disillusioned with cores. "Most of the IP out there is not core-ready," Smith said, noting that he's seen an unprecedented number of designs halted during the past 18 months, due largely to failed system-on-a-chip projects. "People are dying off at the verification phase. Even with the best of the core suppliers, there's been horror stories." Analog technology might also be a key to IP success [LSI is here big time]