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

To: Charles Tutt who wrote (18618)	5/29/1999 2:30:00 AM
From: shane forbes	Read Replies (1) \| Respond to of 25814

Charles: I'm not so sure. I think PlayStation II and the Rambus cores for use in LSI's high end chips (networking?) will be safe. There likely is a justifiable premium to be charged here and there will be a large enough increase in performance to justify any additional costs. My biggest problem has been not with Rambus per se but Intel. Mother God always wants to tell 'us' what's good for 'us'. Make a 200 MHz chip, then bump up the speed to 300 MHz and phase out the 200 MHz chip and thereby force 'us' to buy the newer chips or revert to using an abacus. My problem has been that with one player in town (Intel) the game is always 'ours' (the consumers') to lose. No fair. And certainly no fair to the other companies trying to get into the industry. Only the Paranoid who have but one good (and I use the term loosely) idea (Intel - x86 and Microsoft - Windows) have to be paranoid. These are still large parts of their businesses and when they want to move forward (that is mint more money) they phase out the old stuff and force the newer chips or operating systems at prices 'they' dictate. This is not the way the world is supposed to work. This is topsy turvy. The consumer (be it business or SOHO or you and me) when he has no choice but to buy an expensive chip because the other cheap chips are not available in sufficient supply really 'has no choice'. And that sucks. The main reason Intel might want to move Rambus down to the low end is to allow them to allow us the 'privelege' to buy their high end chips when 'they' decide it is time for 'us' to buy their high end chips. Way way bogus. Nice of IBM to say no can do - just so that Intel can stop bullying everyone around and trying to dictate what is good for 'us'. I know what's good for me and a Pentium (or in my case a Cyrix-133) is fast enough and has been so for 3+ years. Not the way Intel would like it since I am several rungs down the ladder but until I start to see 'Microprocessor speed requirements' (such as 'this site needs a Pentium 2 or equivalent') on large websites, I have got more than enough juice right now.