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To: Charles Tutt who wrote (19185)	7/2/1999 11:25:00 PM
From: Robert Scott	Respond to of 25814

Semis should run for a couple of years - if sell, get ready to buy again on any weakness. We are in a bull run for semis that if played right can make you a bundle over next 2 years. JMHO too!

To: Charles Tutt who wrote (19185)	7/2/1999 11:32:00 PM
From: DWB	Respond to of 25814

Actually, LSI was mentioned as a stock held by both John Dessauer and Lazlo Birinyi in their picks. At the point of the show where Lou asks the 4 panelists to give viewers a couple of picks for the next 6 months, JD said he would switch out of both LSI and C and move money into Union Planters (bank) and Rite Aid. This isn't, however, a change to his list, since you can't make any changes to the list during the year. It was an acknowledgement by JD that he thinks LSI is fully valued at the moment, and money could be better put to use elsewhere if you aren't constrained to hold the stock for the full year as in the contest. Just for context, JD mentioned to his subscribers a couple of weeks ago that he thought LSI was at a near term peak, and if it had become too large a portion of one's portfolio should be trimmed back to use the funds on a stock with better potential. It's a view I don't personally completely agree with, but that's not the first time... He also put a sell signal on CEC not too long ago around $20, saying there were better opportunities. I just sold my last shares around $44 the other day. DWB

To: Charles Tutt who wrote (19185)	7/6/1999 11:32:00 AM
From: Tony Viola	Read Replies (1) \| Respond to of 25814

Charles, It was the midyear review show, so there was no "guest," just panelists (the four with the best performing lists so far this year). One of them (Dessauer, I think) said he was removing LSI from his list, which I interpreted as meaning it should be sold. I guess that's what's hitting LSI a bit today. One of the business shows last night, Fox I think, showed that LSI was the biggest + mover on the S&P 500 for 1H99. They had LSI at about 175%; next company, which I didn't get, was "just" +125%. Big Charts shows LSI at +195% YTD. We'll see what happens when this, hopefully, one day effect of the WSW show plays out. LSI can look overvalued, but when I look at the BRCMs, VTSSs, PMCSs, and even ADIs and NSMs of the world, it looks just fine. It looks even better if you believe First Call's $2.10 EPS for year 2K. Tony