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To: H James Morris who wrote (98495)	4/3/2000 2:58:00 PM
From: GST	Read Replies (1) \| Respond to of 164684

LSI is in a good position to keep on trucking in the next two years. AMD is just junk with a chance to be a real company -- flash is doing especially well. I have enjoyed LSI for the last year -- and it is doing well on communications and set-tops -- including being the primary chip supplier to the playstation which will do pretty good. They are not in price sensitive categories and they are trading at 40 times next years estimates -- which I believe are too conservative. Ya just can't keep a good stock down -- or a pig in the air.