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To: shane forbes who wrote (9998)2/22/1998 4:46:00 PM
From: shane forbes  Read Replies (1) | Respond to of 25814
 
for the first:

10000 10000 10000 10000 10000 10000 10000 10000 10000 10000 10000
10000 10000 10000 10000 10000 10000 10000 10000 10000 10000 10000
10000 10000 10000 10000 10000 10000 10000 10000 10000 10000 10000
10000 10000 10000 10000 10000 10000 10000 10000 10000 10000 10000
10000 10000 10000 10000 10000 10000 10000 10000 10000 10000 10000

LSI let us down badly:

:-[ :-[ :-[ :-[ :-[ :-[ :-[ :-[ :-[ :-[ :-[
:-[ :-[ :-[ :-[ :-[ :-[ :-[ :-[ :-[ :-[ :-[
:-[ :-[ :-[ :-[ :-[ :-[ :-[ :-[ :-[ :-[ :-[
:-[ :-[ :-[ :-[ :-[ :-[ :-[ :-[ :-[ :-[ :-[
:-[ :-[ :-[ :-[ :-[ :-[ :-[ :-[ :-[ :-[ :-[

-----------------------------------------------------------------

here's a toast to the new:

10000 10000 10000 10000 10000 10000 10000 10000 10000 10000 10000
10000 10000 10000 10000 10000 10000 10000 10000 10000 10000 10000
10000 10000 10000 10000 10000 10000 10000 10000 10000 10000 10000
10000 10000 10000 10000 10000 10000 10000 10000 10000 10000 10000
10000 10000 10000 10000 10000 10000 10000 10000 10000 10000 10000

where we hope LSI does:

$$$$$ $$$$$ $$$$$ $$$$$ $$$$$ $$$$$ $$$$$ $$$$$ $$$$$ $$$$$ $$$$$
$$$$$ $$$$$ $$$$$ $$$$$ $$$$$ $$$$$ $$$$$ $$$$$ $$$$$ $$$$$ $$$$$
$$$$$ $$$$$ $$$$$ $$$$$ $$$$$ $$$$$ $$$$$ $$$$$ $$$$$ $$$$$ $$$$$
$$$$$ $$$$$ $$$$$ $$$$$ $$$$$ $$$$$ $$$$$ $$$$$ $$$$$ $$$$$ $$$$$
$$$$$ $$$$$ $$$$$ $$$$$ $$$$$ $$$$$ $$$$$ $$$$$ $$$$$ $$$$$ $$$$$
$$$$$ $$$$$ $$$$$ $$$$$ $$$$$ $$$$$ $$$$$ $$$$$ $$$$$ $$$$$ $$$$$
$$$$$ $$$$$ $$$$$ $$$$$ $$$$$ $$$$$ $$$$$ $$$$$ $$$$$ $$$$$ $$$$$

and its shareholders get:

:-) :-) :-) :-) :-) :-) :-) :-) :-) :-) :-)
:-) :-) :-) :-) :-) :-) :-) :-) :-) :-) :-)
:-) :-) :-) :-) :-) :-) :-) :-) :-) :-) :-)
:-) :-) :-) :-) :-) :-) :-) :-) :-) :-) :-)
:-) :-) :-) :-) :-) :-) :-) :-) :-) :-) :-)
:-) :-) :-) :-) :-) :-) :-) :-) :-) :-) :-)

and:

RICH RICH RICH RICH RICH RICH RICH RICH RICH RICH RICH
RICH RICH RICH RICH RICH RICH RICH RICH RICH RICH RICH
RICH RICH RICH RICH RICH RICH RICH RICH RICH RICH RICH
RICH RICH RICH RICH RICH RICH RICH RICH RICH RICH RICH
RICH RICH RICH RICH RICH RICH RICH RICH RICH RICH RICH
RICH RICH RICH RICH RICH RICH RICH RICH RICH RICH RICH
RICH RICH RICH RICH RICH RICH RICH RICH RICH RICH RICH
RICH RICH RICH RICH RICH RICH RICH RICH RICH RICH RICH



To: shane forbes who wrote (9998)2/23/1998 10:34:00 AM
From: Duane L. Olson  Read Replies (1) | Respond to of 25814
 
OWW, The TSO has been warned! :-) ...and will be sitting with "Egg on Face" if LSI gets that earnings surprise and runs away to the upside.
My current thought is that I will have an opportunity to get back in under 30 sometime before late fall (following something of Dipy's thinking on volatility)..and meanwhile, that same $$ MAY grow a little faster elsewhere..
As for capacity and depreciation...well, with that new plant coming on stream at Gresham in the second half, there could be a further period of time, second half and beyond, before LSI's true earning power starts showing up...per your numbers, which I can't seem to find at the moment...anyway, big numbers in the out years... TSO