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To: shane forbes who wrote (9787)	2/14/1998 8:56:00 AM
From: E. Graphs	Read Replies (2) \| Respond to of 25814

shane, Very interesting article. I'm glad LSI doesn't have all its eggs in that basket, but it is nice to imagine that year 2000 market. It sounds like Cube is in there pretty deep already, and backward compatibility is important b/c the disks will work with both VCD and DVD (which means that VCD doesn't automatically booted out of the market should DVD take hold). Still, there's room for more than one player. China is a huge market. I find the strategy to be way cool.........bringing the technology on through the market of least resistance! I only hope that Asia in general can right itself, and we don't get rising tensions between those countries while some of them are going through some very painful financial reforms. Here's a perspective on the recent rise in semis, not unlike what you've been saying. techweb.com E

To: shane forbes who wrote (9787)	2/14/1998 9:48:00 AM
From: frank/fla.	Read Replies (1) \| Respond to of 25814

Thanks for a enlightening post...do you have one of these units and how would you compare the quality. Any thoughts on why this won't be like the beta/vcr conflict of the 80's. I really take issue with th gentlemen who says Kurlak is just doing his job. I refer him to the Oct.27 1997 article in Forbes by Joseph Nocera titled "Who Really Moves the Market."Its one thing to tell your clients your opinion so they can benefit and it is quite another to broadcast to others 3x in just over a week your opinion. His clients certainly got the message the first time. Alas, he like so many other worthless human beings have become media stars and care more about their place in that dubious house of corruptables that they will go to any length to hear themselves.Bottomline its more about egocentric greed than monetary greed. CNBC is the really irresponsible party here, they have their little darlings they quote over others.They could have said "10 other analyst disagree some even consider it a screaming buy" but they didn't.