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

To: Jock Hutchinson who wrote (16751)	1/29/1999 10:59:00 AM
From: Ian@SI	Read Replies (1) \| Respond to of 25814

... and another upgrade.... January 29, 1999 Dow Jones Newswires J.P. Morgan Ups LSI Logic To Buy From Mkt Perform

To: Jock Hutchinson who wrote (16751)	1/30/1999 12:15:00 PM
From: Tony Viola	Read Replies (1) \| Respond to of 25814

Jock, I just noticed in your profile that you've turned 87. Geez, we better be more careful now, especially nitpickers like me, what we say to you. Is that right? If someone knocked me off my chair at that age, I might say I've fallen and can't get up! Anyway, another clarification (take my chances). Symbios will clearly benefit from the growth of the Xeon chip, and the commensurate growth of NT, which will become the standard on many individual PCs in the not so distant future. (Although I would hedge my bets because of Linux). Makes no difference. Linux runs on x86 (Intel) based PCs too. So, why would Linux cause a bet hedge? WRT Xeon and Symbios SCSI controllers designed into their server nodes, I need to go to the Intel server page and make sure Symbios is still there (paranoid). Yes they still are, two chips per motherboard/node. I still think this was a huge win over Adaptec for Sym/LSI. BTW, you may enjoy viewing the list of companies that Intel sells these motherboards and nodes to: intel.com Kind of a who's who of server folks, huh? Tony

To: Jock Hutchinson who wrote (16751)	1/30/1999 11:13:00 PM
From: Jack Whitley	Read Replies (1) \| Respond to of 25814

<<Symbios will clearly benefit from the growth of the Xeon chip, and the commensurate growth of NT, which will become the standard on many individual PCs in the not so distant future. (Although I would hedge my bets because of Linux).>> Jock, thanks for the very helpful summary of the conference call, and for your expert analysis of this company and industry. All of the factors you point to as potential growth drivers for LSI make perfect sense to me, except for NT workstation. Xeon yes, NT workstation, no. I don't see the growth in that platform occurring as others (including MSFT) have forecast. A good example is a web server site log I analyzed yesterday. This log file was for a web site that will receive 100,000 unique user visits for January 1999. More than half of the traffic to this site occurs during work hours, and yet of the 100,000 user sessions, less than 4% were using Windows NT as the PC platform. Nearly 60% of the total used Win 95, 20% Win 98, with rest divided between Mac, OS2, Linux, etc. I was lucky enough earlier in the year to try Win NT and Win 95 on the same 233mhz, 64 meg RAM PC, it was astounding how much faster Win95 ran, and it was just as stable with 64 meg RAM. I think a surprising percentage of business PCs will run Win 95 for quite some time, even after Windows 2000 workstation is released (and the system requirements for it will be more onerous than those for Win NT). Regardless of what happens with the PC platform though, you make a very strong case for future growth for LSI. Thanks again for taking the time to post. jww