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To: JMD who wrote (10479)	3/3/1998 9:46:00 PM
From: shane forbes	Read Replies (3) \| Respond to of 25814

Mike: Are you confusing me with TSO!!! My life is ruined... ---- And yes Duane is a QCOM nut and yes I think CDMA will do very well overall. But I also like huge installed bases and I like the new or soon to be new European standard. Best of all I like to see LSI's fabs operating at full throttle and the GSM chip will help in a very big way. That translates into EPS for you and me. LSI also has a CDMA chip. ---- About VLSI and ERICY pushout - that was most likely because of SEA.

To: JMD who wrote (10479)	3/3/1998 11:27:00 PM
From: Duane L. Olson	Respond to of 25814

Mike, First, feel free to compliment the Wizard now and again, even if you have to go all the way (and even call him TSO!).. Needless to say, I concur in your other remarks. No time for LSI to be developing a great Buggy Whip capability.. Target CDMA, or forget that market. GSM/TDMA is "History Hanging On"... Because I thought all telecom (wireless especially) stocks would get harder due to SE Asia, I have only a few (beaten up) VLSI shares and, for a short while NO QCOM.. will rush back in as soon as I see the winds shift (and the chart improve).. Thanks for your valiant attempts to keep the Wizard straight..can't be letting him think he's as good as we keep telling him he is <gg> If he could get over GSM, and his distaste for semi eqt companies, however, he would be nigh on perfect :-) Cheers! TSO