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To: Howard S. who wrote (10426)	3/3/1998 9:09:00 AM
From: RFF	Respond to of 25814

Kurlak is mouthing off again. Said that the semi rally is over, and that these stock will face pressure from oversupply. Looks like today will certainly be interesting.

To: Howard S. who wrote (10426)	3/3/1998 9:09:00 AM
From: E. Graphs	Respond to of 25814

RE: >>LSI's CEO made positive comments regarding industry earnings outlook after Monday's close...?<< Howard, Do you have a link to this comment? Thanks. E

To: Howard S. who wrote (10426)	3/3/1998 9:10:00 AM
From: shane forbes	Read Replies (2) \| Respond to of 25814

Howard: Hey !! Wilfie's stealing the board's thunder. See post 10423 This is what happens when capacity goes down - the next few years will be good. This is the scenario I like and this is why I'm hoping for a very good 1999-2001. This was why I liked the semis over semi-equips etc. But don't expect much of an LSI pop?

To: Howard S. who wrote (10426)	3/3/1998 9:16:00 AM
From: tartarus	Respond to of 25814

I called the company yesterday and suggested that they do just that, its strange they actually did it or great minds work together it probably didn't hurt that it closed around the CEO's last buyin..there is a great article on DVD and divx in Red Herring,I could even understand it......the studios are saying DIVX is dead on arrival...Circuit City who seems to be the only one really pushing this but they still don't have the players...also the guy on Yahoo didn't know about TCI, even the janitors at LSI know....isn't it strange that there has been no announcement on who will supply the chips. Any thoughts? Finally, I don't understand a word you guys are talking about so keep it up even your humor is nettish....