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

To: patrick tang who wrote (15409)	10/4/1998 10:29:00 PM
From: Taby	Respond to of 25814

biz.yahoo.com

To: patrick tang who wrote (15409)	10/5/1998 1:45:00 AM
From: shane forbes	Respond to of 25814

Patrick: Yes LSI is in the PC DVD market - I just do not know the scope. I think Margi bases the chip on LSI's plus LSI has Dell's notebook line. Not sure if LSI wants or aims to do the real low-end stuff. Agree absolutely that the DVD-ROM market will be huge. Several million this year and really exploding next few years. I think CD-ROMs will be phased out sometime around 2001 or so and then each PC will be bundled with a DVD-ROM so there's an indication of the size of the market. Sure would be nice for LSI to get in here somehow. One catch is that INTC wants to do the Soft DVD thing and thereby reduce or eliminate the need of a hardware based solution. It may certainly happen sometime in the future but there should nevertheless be robust demand for PC DVD cards and add ons for some time to come - my guess is this is where LSI plays but I am not sure. Shane.