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

To: Daniel My Brother who wrote (16402)	1/13/1999 2:38:00 PM
From: Moonray	Read Replies (1) \| Respond to of 25814

Compaq, HP, IBM and Adaptec Form Alliance to Define I/O Standard; Future I/O Forum Set for February 12th, 1999 07:40 a.m. Jan 13, 1999 Eastern HOUSTON--(BUSINESS WIRE)--Jan. 13, 1999--Four of the world's leading technology companies today announced the formation of an open industry alliance to set the direction of Future I/O technology development and implementation. "LSI Logic is very excited about participating with other leaders of the enterprise server market to develop the next generation systems interconnect, " said Harry Mason, Strategic Alliance Director at LSI Logic. "It's clear that switched-based fabrics will enable new levels of increased reliability, scalability, and manageability to provide compelling customer benefit to the enterprise systems market. LSI looks forward to applying its expertise in high performance storage solutions, and leading edge System-on-a-Chip(R) custom components, in the enablement of Future I/O technology." infoseek.go.com o~~~ O

To: Daniel My Brother who wrote (16402)	1/13/1999 2:39:00 PM
From: patrick tang	Read Replies (1) \| Respond to of 25814

Consumer electronics is going to be HUGE . For that to happen for LSI will take not only innovative solutions but also high efficiencies for low product price. If Corrigan recognizes, as in last Q's cc, and actively attacks it, LSI can come out being a big winner. $100/share is doable. If they just stay 'up-market' and not do lower price stuff, I don't see them being able to grow that fast. I hope Wilf can comment more on that in the next cc - that may let me try to pre-determine my exit point. patrick