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

To: E_K_S who wrote (17928)	4/11/1999 7:02:00 PM
From: patrick tang	Respond to of 25814

I do not have any concrete info, but from how the management talked over the last two conference calls, I do not think they are entering into any new one. Getting out of old ones by doing last buys on old fab stuff, yes. I think most of their foundry stuff is in gate arrays. I think a lot of people agree with you that LSI should continue to do some foundry work. If nothing else, they keeps them in the game of this COT business model (customer owned tooling). As for myself, looking at how they expect to fill the new fab, I would like them to take on only very selectively foundry business. 0.18um for PSII CPU might be one. If they can deliver 0.18 ahead of Toshiba ..... Or second sourcing for CSCO chips. I really like LSI to do more acquisitions for IP and new ideas. I just hope they won't do more SEEQs. patrick