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

To: Grand Poobah who wrote (15415)	10/5/1998 2:04:00 AM
From: shane forbes	Respond to of 25814

GP: I was referring to an EN article which mentioned that CRUS "invested in markets with highly entrenched competitors" and that the segments it was getting out of were "graphics, modems and advanced systems products" (saying in the previous restructuring progam that "it was moving away from the stand-alone graphics and other PC-related offerings and more toward highly integrated ICs, where the company could pool from its vast resources of numerous products and create all in one offerings.") That's why I said PC world (graphics and modems) and old line technology (highly entrenched competitors) in that comment of mine and trying (but failing <g>) to contrast it with LSI's approach of newer markets and non PC related stuff - at the very least LSI is dong the all in one offerings thing! As far as LSI's fabs are concerned yes there are dangers in owning one's own fab but here LSI is in full control isn't it - no commitment to wafers as CRUS had in Cirent (?) - plus unlike CRUS my sense is this is 0.18 and below and something that LSI can't easily go out and buy someplace else. So I guess worst case scenario LSI just keeps postponing Gresham or maybe they would use some of their current fabs to make Symbios chips and use the Gresham fab to do the newer stuff. That would kill 2 birds with one chip <g>. Shane (yup and that 500 million charge by CRUS is HUGE - but hey may as well stop the bleeding now - foundry capacity for what CRUS needs is likely not expensive these days - plus you are right they have a lot of other markets - PC and non PC - that they do quite well in. My contention remains however stay away from INTC here and AMAT in semi-equips - big bullies them two! <g>)