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LSI selected to make CMDA Chips for Interdigital Com.
An SI Board Since February 1996
Posts SubjectMarks Bans Symbol
28 0 0 LSI
Emcee:  Joe Wagner Type:  Unmoderated
A Dow Jones news article dated 2/15, announced that LSI was
selected by Interdigital Communications, located in King of Prussia,
to make CMDA Chips for use in wideband wireless applications.

Interdigital Communications and its partners Siemens AG and Samsung,
are working together to develop products for Broadband wireless services
This "True PCS" will provide "bandwidth on demand from ISDN to Multimedia,
including High Speed Data, toll quality speech and Video."

I find this news to be another positive indication of whats to come in the future for
LSI. A couple weeks ago I read a newsletter by a wireless analyst, that stated he believes
and I do to, that the "Gold Rush" in wireless will come with Broadband access to the internet that allows
two way interactive internet access from your home or whereever you go. The phone companies
are investing heavily in wireless and dropping some plans for Fiber.

An article dated 12/4/95 in the Wall Street Journal also
looks very positive:
Internet on a Chip
The company hopes its new $50
chip will be used as the brains for the so-called "$500 Internet device"
that's recently been touted by Oracle and Sun Microsystems. "I think
companies will be rolling out boxes in the third quarter, and they will
be the Cabbage Patch Doll sensation of Christmas 1996," says LSI's executive
VPfor product strategy.
(Wall Street Journal 4 Dec,1995)

If anybody out there knows of any company, better positioned than LSI
to take advantage of this behemoth market looming on the horizon
please let me know. Their products provide the brains for inexpensive
access to, and utilization of, information by the masses. Both in a
passive, user friendly entertainment mode like TV/Satellite/Wireless download
and in a lets get serious competitive mode by companies deploying it on a mass
scale to improve productivity and raise profits. As the world gets wired
for wideband, the possibilities and neccessity for new products using an ACCESS CHIP are endless.

Any feedback or other views on this would be appreciated.
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28 Joe, You may be right, I suggest you check out Globalstar if you really believegreenspirit-11/2/1996
27 I am not sure what percentage will be subcribing to a wideband wireless networkJoe Wagner-10/26/1996
26 Everybody getting wired? What percentage are your expectation by year 2000. Emborson sanderson-10/22/1996
25 Duane, Yes I am currently on board. Patience should pay off eventually on thisJoe Wagner-10/16/1996
24 What happened to this thread, Joe? Been sitting on 1200 long for a while, and Duane L. Olson-10/16/1996
23 It seems DJNews also thinks rev of 330mil is only a 10% increase from year ago olduser-2/29/1996
22 Your bad news sounded like a short term issue. Ignoe it if that is the case, oPeter Frederich-2/29/1996
21 I saw on the Dow Jones news that last trade was 31.125. How low will it go tomJoe Wagner-2/28/1996
20 How low will we open tomorrow ????William Markunas-2/28/1996
19 DJ news: company expect .32 to .35. Analysts expect .46. Rev down 10% due to PCGetrich Won-2/28/1996
18 Do you know what the bad news was that was announced?Joe Wagner-2/28/1996
17 Bad news announced after market close. Down a few bucks.Getrich Won-2/28/1996
16 I too think LSI is a winner... Great technology, about 2 years ahead of the coJohn Costello-2/28/1996
15 Seriously LSI IS A WINNER They don't even need the Internet Box to do fantaJoe Wagner-2/27/1996
14 Is it a "Low Browse Computer"?Joe Wagner-2/27/1996
13 What capabilities does an Internet Box have that a PC does not have? Is it a &Joe Wagner-2/27/1996
12 I agree that the internet box as a $500 standalone device seems to not have mucDexter-2/26/1996
11 On the internet box, I think there are several problems: first, I've seen Peter Frederich-2/26/1996
10 Are you familiar with the basic differences between VLSI and LSI (i.e. the compDexter-2/23/1996
9 Although I own INTC shares, I think Andy Grove is wrong on the "Internet bTom Koutsky-2/22/1996
8 Dave, It sounds like the internet box might not be that well accepted unless itJoe Wagner-2/22/1996
7 Personally, I'd buy an internet/TV, but not a dumb box. I really don'tdamniseedemons-2/22/1996
6 Sal, Thanks for the info on the speed. I know that they are planning to put chJoe Wagner-2/22/1996
5 Many different forms of technology for the increased bandwidth are already heredamniseedemons-2/22/1996
4 I just attended a Dataquest symposium which focused on the "outlook" Dexter-2/22/1996
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