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Technology Stocks : LSI Corporation

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To: shane forbes who wrote (10486)	3/3/1998 11:35:00 PM
From: Duane L. Olson	of 25814

Shane..you are so fortunate...you associate with the right people, and pretty soon they start treating you nice... Next thing we know, Mike will be calling you Sally...OR maybe not!... not THAT nice! Now about that GSM problem... Perhaps LSI could go into the hand grenade business, and toss one whenever the subject came up...just so long as they have a CDMA alternative ready to go into place to improve the situation. <G>.. OK, all seriousness aside.. good info on the call..though I would like to have seen a hint or two about STB prospects.... we are talking BIG contracts...and INTC sure ain't there..as your info proved. Capacity is likely under 80 %, IMHO, with plenty of slack to take up before the new FAb comes on line... OK, so they like to call that "full capacity"...but surely they could handle "emergencies" with a 10% reserve and the deferral of another 10% of "current" production of a less lofty priority... Telling me that things aren't burning up the highway yet!! Those two are the biggie for me... good info, Duane. TSO

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