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To: Moonray who wrote (18608)	5/28/1999 7:39:00 PM
From: shane forbes	Respond to of 25814

Moonray: That makes oodles of sense - "access to one of the industry's more advanced but unsung DSP architectures". As the article points out LSI has no choice but to do something bold to get some momentum in the the wireless biz. TXN has come up with what looks like a good design for next gen devices + they got the Nokia deal. LSI does not have any tier one people (I think) but does have some tier 2 and tier 3 people (I think). DSPs are another one of those 30+% growth areas - though I would tread carefully if I were LSI and thought I could compete with the incumbent's well established positions. Again I agree with the authors in that I think it will be more of a core for LSI. Having said that why can't we get some portion of the standalone DSP biz? After all LSI has a good fab and when TXN admits that it is a good architecture there ought to be someone ought there who might be interested in standalone apps with this new DSP. Just imagine what the stock would do IF LSI got one of the tier 1 CDMA companies over the next 1-2 years AND there was a small DSP standalone biz (much in the same way that there is a small standalone design services biz). Now if that small standalone DSP biz leads to a big standalone DSP biz - nah... Incubating the good stuff.

To: Moonray who wrote (18608)	5/28/1999 8:06:00 PM
From: shane forbes	Respond to of 25814

Plus there are some nice articles about the DSP market: techweb.com The DSP market has grown at least twice as fast as the overall IC market in the past 10 years or so, according to analyst Will Strauss of Forward Concepts Co., Tempe, Ariz. "There's no doubt in my mind that trend will continue for at least the next five to six years. That should capture the attention of any serious semiconductor player," Strauss said. "Lucent people have told me they simply couldn't come up with the money to outspend TI on new development," he said. "Analog Devices, if they want to be anybody in the digital-wireless market, needed to move into the top tier. The Nokias and Ericssons won't look at a company that can't produce tens of millions of units per quarter, and one available company out there with that kind of clout is Intel." and also lots of stuff about how difficult it is to displace TXN... Kevin Stone, product marketing engineer at ZSP Corp., Santa Clara, said the top-tier DSP players may still be in for a surprise. "I'm glad they've counted us out," Stone said. "When we get the design wins and stick them under their noses, they'll wake up to the mistake they've made. As any new player in the DSP market, we face significant challenges, and it may have taken us slightly longer than initially expected to get into some significant accounts." ZSP's first offering, the ZSP16401, which uses a dual-MAC structure to provide about 200-mips performance, has only recently begun shipping in volume. The ZSP16402, which provides 400-mips performance, is expected to move into production next month [400 MIPS is pretty darn good] techweb.com ZSP Corp., the only start-up seeking entry into the high-end programmable general-purpose DSP market, has added a new device to its multi-MAC portfolio. The ZSP16402 is the second device based on the Santa Clara, Calif., company's ZSP 10x DSP architecture, which is designed specifically for voice and data networks. At 200 MHz, the ZSP core provides 400-mips performance, placing it in competition with such devices as Texas Instruments' TMS320C6x architecture and Lucent Technologies' DSP16000. "They're certainly not going to drive TI off the street, but they're only looking for a small percentage of the market at this point," "Existing DSPs are not able to provide the mips, memory, I/O requirements, and ease of programming this sort of integration requires." --- Basic premise: Best to get into the fastest growing segments of any biz - design services, std. cell ASICs, DSPs, storage components will all do 30-40+% CAGR over the next few years. Basic premise 2: Let the crappola companies do the PC biz. When LSI says they want to get into the PC biz because... then I'll dump.