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To: uu who wrote (9078)	1/22/1998 4:38:00 PM
From: Moonray	Respond to of 25814

Full Quarterly Report: Message 3233499 o~~~ O

To: uu who wrote (9078)	1/22/1998 4:38:00 PM
From: Peter	Read Replies (1) \| Respond to of 25814

Addi: I am a lurker here....let's hope you are right....and the predictions for the upcoming quarters come true. I am more concerned about those than the earnings. Peter

To: uu who wrote (9078)	1/22/1998 4:43:00 PM
From: frank/fla.	Respond to of 25814

Now what we need are a few upgradeand then an announcement about the cable boxes which according to engineering they have more than a even chance in getting....does anyone have a list of the houses that cover lsi?I could have friends in the business call///

To: uu who wrote (9078)	1/22/1998 4:43:00 PM
From: DavidG	Read Replies (1) \| Respond to of 25814

Addi, You had a brilliant projection...certainly more accurate than either Tom Kurlak of Merrill Lynch or Lehman. Now lets see how well the other analysts can view these numbers and maybe they will increase their ratings on LSI.... or is there an ego problem b/c an engineer/parttime investor can provide a more accurate analysis then they can.<g> Good Luck Trading DavidG

To: uu who wrote (9078)	1/22/1998 4:58:00 PM
From: sea_biscuit	Read Replies (1) \| Respond to of 25814

I don't know if you are referring to any of my previous comments here, but I still am of the opinion that LSI has been, and in all likelihood will continue to be, erratic with regard to earnings. In some ways, it is the very nature of the business that causes the earnings to be erratic. Every 3 or 4 years, new fabs have to be built and that implies a huge cost outlay. When you come to think of it, this begins to look more like the automobile industry, in fact! So LSI could well be called, say, "the Chrysler of the semiconductor industry" :-). Please don't think that I am trying to throw cold water on your face on what appears to be a joyous day, but that is the reality, like it or not. Dipy.

To: uu who wrote (9078)	1/23/1998 12:36:00 AM
From: john dodson	Respond to of 25814

Addi, I must agree with you about Lehman, as I was thinking the same thing when I saw the .23 cents figure. Weren't they the ones who said that LSI mgt guided them lower for the 4th qtr? And something like estimates of .22 cents were unrealistically high? They're either way off with their forecasting or purposefully misguided on the downside. I can't wait for their next LSI report, which should be any day now. Probably some garbage about unexpected strength in LSI's 4th qtr. This report should alleviate fears of those waiting to get into LSI for longer term. Wouldn't be surprised to see LSI unleashed now and start drifting back up to $30. Good luck all, John Dodson