Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: jeff greene who wrote (17802)	4/8/1999 10:43:00 AM
From: Jock Hutchinson	Read Replies (1) \| Respond to of 25814

Cisco of course is a large LSI customer. Currently, little if any money is being made on ATM chips, and when Wilf announced a cut back of R&D, ATM was one of the areas in which the cuts were made. The problem with ATM is that Cisco keeps finding ways to expand the capability of Ethernet, but it appears that this is coming to and end, although much later than expected. If this dimunition of Ethernet's capability growth occurs, then we can expect to see the growth of ATM.