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To: E. Graphs who wrote (10673)	3/6/1998 5:27:00 PM
From: DavidG	Respond to of 25814

E! Ok, but I don't think you will have to act on that decision after CPQs pre-release.<g> Anyway, what is the hurry anymore. It is only going to move after earnings release in April. I would play with MU,CPQ and INTC on the bounces for a while instead of LSI which is dead money. The only trick LSI knows right now is playing dead.<g> Good Luck Trading DavidG

To: E. Graphs who wrote (10673)	3/6/1998 11:15:00 PM
From: shane forbes	Respond to of 25814

//kind of ot - and a bit stale - semi-equips BTB for last few months etc... E An article about semi-equips (the mistake was 2 billion not 1 for 1997 + bad trend for BTBs - esp. note the ridiculous drop in shippings from Dec. to Jan. Comparing Oct. with Jan. (1st months of quarters) makes it even worse. Might be seasonal effects as well): sumnet.com '' MONTH SHIPMENTS BOOKINGS RATIO Aug. 1997 $1,341.6 $1,431.9 1.07 Sept. 1997 $1,458.2 $1,538.4 1.05 Oct. 1997 $1,549.8 $1,583.7 1.02 Nov. 1997 (final) $1,597.7 $1,598.6 1.00 Dec. 1997 (rev.) $1,536.2 $1,531.2 1.00 Jan. 1998 (prelim) $1,465.1 $1,382.1 0.94 ''