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To: Jock Hutchinson who wrote (17832)	4/8/1999 11:34:00 PM
From: Tony Viola	Read Replies (1) \| Respond to of 25814

Jock, R&D expeditures of 20%, expressed as a % of revenue, is extremely high (as you say), I'd say practically outlandish. Off the top, either the R&D was too high, or the revs too low, or both, or LSI was collecting labor and/or material into the R&D bucket they shouldn't. Just an observation without looking deeply at all. Now, if they did indeed develop the right products, it should be time to reap the benefits. LSI doesn't seem to go into periods where they "lose the recipe" in processing from time to time, like my unfavorite company, AMD. Should be good. Tony

To: Jock Hutchinson who wrote (17832)	4/9/1999 12:28:00 AM
From: RRRoarr	Read Replies (1) \| Respond to of 25814

While ATM may be growing, it won't explode because ethernet keeps getting faster & faster, cheaper & cheaper, better & better. Gigabit (billion bits/sec) ethernet is taking off now (sales are coming at the expense of ATM): nwc.com Terabit (trillion bits/sec) ethernet is right behind (obviate the need for ATM): interactiveage.com So, LSI is doing the right thing by concentrating on ethernet. Check out eye candies on communication products page (no terabit stuff, though): lsilogic.com Also just one mention of "CDMA" in entire site (just threw that word out with GSM?): lsilogic.com While GSM is nice & currently popular in Europe, CDMA is the one to explode worldwide soon, for at least 5 yrs (more like >10?). Qualcomm, the CDMA monopoly, designs & fabs out CDMA ASICs. Hmmm, shouldn't LSI help out with the fat pie here? When that happens, can anyone say: "playstation deja vu"? Let's hope the tireless LSI Research pulls out a giant pie eater from the hat.