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

To: Duane L. Olson who wrote (16076)	11/30/1998 7:29:00 PM
From: Haim R. Branisteanu	Read Replies (1) \| Respond to of 25814

Duane, LSI is quick approaching my $15 target. Nice to see you still on this tread. I am not active in LSI but may be I may buy some for 41 to $2 rebound below $15 Mostly I am on the KAHUNA tread. BWDIK Haim

To: Duane L. Olson who wrote (16076)	12/1/1998 12:46:00 PM
From: Moonray	Read Replies (2) \| Respond to of 25814

Wafer Capacity Could Fall Short In 2000 Semiconductor Business News - 11/30/98, 8:07 p.m. ET Third-party wafer-foundry capacity could end up in short supply by the year 2000 if chip manufacturers increase their use of contract manufacturing, said a new report from Semico Research in Phoenix. Currently, there is a glut of silicon-foundry capacity, but Semico said that condition could quickly change if major semiconductor makers decide to shift more of their wafer processing to third-party fabs at a time when chip markets begin recovering from the current slump. The Phoenix market researcher estimated that demand for processed wafers is increasing at a compound annual growth rate of 13 percent over the next five years. Silicon-foundry demand is expected to grow at 21 percent in the five-year period. Today, fab-operating chip suppliers -- known as integrated-device manufacturers, or IDMs -- get about 5 percent of their processed wafers from foundries, according to Semico's report. If IDMs increased their use of foundries to about 10 percent of their processed wafer, the silicon-foundry business could grow 40 percent, which would lead to a potential shortage of capacity in 2000, the report said. A number of major IC manufacturers are planning to increase their use of outside foundries as part of a restructuring of their business models and a hedge against uncertain times. Motorola, for example, intends to get 30 percent of its chips from third-party foundries by 2000 compared to just 7 percent last year. In four years, Motorola wants to move 50 percent of its wafer-processing needs to outside foundries. o~~~ O

To: Duane L. Olson who wrote (16076)	12/4/1998 1:08:00 AM
From: akmike	Respond to of 25814

TSO-We're out of synch, but LSI is doing just fine. I just got back to get your message. Did you ever get to visit the Gresham "campus" for LSI and DPMI? Rest assured, that if I were ever that close that I'd not only visit but make a full report to the thread! <gg> I can certainly understand golf but I don't know what horses have to do with anything, even on the southern slopes of Mt. Hood. Especially for a resident of Texas- you weren't doing any poaching, were you? <OT> I like the photomask industry, but like MASK, PLAB, and then DPMI in that order. If our thesis is correct on LSI, it's hard not to see each of these co.'s do very well over the next cycle. Please let me know if you were able to personally recon Gresham(and I mean the poop from the silicon forest, not the horses!) Best regards, Mike