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

To: Jock Hutchinson who wrote (17287)	3/4/1999 10:58:00 AM
From: Bob Howarth	Read Replies (1) \| Respond to of 25814

Why do you think PC business matters to LSI so much? That is, why does DELL/ IBM agreement impact LSI? I have not read the agreement but is DELL expanding beyond the PC business? Thanks in advance.

To: Jock Hutchinson who wrote (17287)	3/4/1999 11:09:00 AM
From: patrick tang	Read Replies (1) \| Respond to of 25814

Somehow it is hard for me to think anybody would make offer for LSI. IBM is big enough, they will probably do it alone by themsleves. Koreans don't have the money. That leaves only the likes of NEC and Toshiba. Well perhaps. But that kind of merge is not really in the style of the Japanese. STM may make it work, but I doubt they will do it. Phillips or Seimens, perhaps, but just don't see it. Personally I'm contend to just sit here for two years. But if somebody wants to pay me $60/share right now, I wouldn't mind. VLSI will probably get done at low $20s, >2x over stock price. LSI should ask for the same. But then the two situstions are quite different, VLSI did not do anything to take the stock up while LSI did. Whoever wants to bid for LSI had better do it fast. By end of May, when Q2 results are also known, this stock should be closer to $40 than $30. patrick

To: Jock Hutchinson who wrote (17287)	3/4/1999 11:50:00 PM
From: Grand Poobah	Read Replies (3) \| Respond to of 25814

I don't think Dell is going to be doing any advanced semiconductor development any time soon, considering right now they're buying their chips from other companies. Just getting access to process technologies and patent portfolios is a far cry from assembling design teams and getting into a totally different business segment. My take on that part of the deal is that Dell may want access to chips designed by IBM and manufactured by IBM in their advanced processes. Regards, G.P.