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To: GVTucker who wrote (121054)	12/7/2000 9:34:15 AM
From: GVTucker	Respond to of 186894

And here's a strange development in the world post Full Disclosure: LSCC is apparently warning that they're probably going to warn. After the close today, LSCC is going to post an update to its outlook for the current quarter on its website.

To: GVTucker who wrote (121054)	12/7/2000 9:50:17 AM
From: Bob Kim	Read Replies (1) \| Respond to of 186894

GV, Maybe ML's Kraemer needs his own HWP reality check. 12/07/2000 Report price: $32.00 "At this point, it is unclear whether the current orders for Unix servers and storage will be a short-lived upgrade cycle or a sustainable turn around. Management doesn’t have metrics to tell so it may be hard to drive to a conclusion." "Reality Check says it’s just an upgrade so we’d sell into strength, but there’s a way to go to our $45 12-18 month price objective." ****** 11/14/2000 Report price: $34.13 "HP preannounced a $0.06 EPS miss on better than expected revenue growth. We are lowering our FY01 EPS estimate from $2.23 to $1.96 and our [12 month] price target from $70 to $45**." "...We reiterate our Accumulate rating because this looks like an oversold situation in our view."