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To: patrick tang who wrote (13523)	7/14/1998 4:42:00 PM
From: Jock Hutchinson	Respond to of 25814

Patrick: I hope to see your overall scenario prove true. But the increase in Communist seats surely doesen't indicate a desire of the Japanese electorate to embrace stringent free market reforms. Japan's problems highlight the difference in culture between the US and Japan. In Japan, almost everything is done via consensus of the group, and change can be agonizingly slow. By contrast, the US works from a far more entrepreneurial mode with decisions made quickly. While playing the macro game is clearly not the sort of thing a trader of LSI would want to involve himself in, my belief is that by the time Japan does turn around, there will be significant disinvestment in the high-end chip making equipment that the Japanese competitors of LSI would need to make in order to keep pace. Thus, one could expect to see an even greater acceleration of the next boom cycle in chips--particularly in high performance chips. I would also note that the Japanese are still trying to reap the benefits of their position with respect to the US in the Cold War. Plain and simple: They got away with some of the nonsense they got away with, because of our need to have them as a strategic alliance during the Cold War. Japan's leadership needs to realize that the Cold War is over, and that the US is not as amenable to trade concessions as it once was. Thus, notwithstanding Japan's obvious importance as the world's second strongest economy, I just don't think the country is as important as it once was--even with the malaise in SEA. Certainly, they need to get their act clean up with respect to the way they manipulate their patents. What do I mean? In Japan, the patent laws are very lax, which Japan promulgates as reflecting the sharing consensus of Japanese culture. My take is that it allows the Japanese manufacturers to rip off American inventions. And what do Japanese companies do with their best technology to prevent it from being copied by the US? They register the patents through their US subsidiaries.

To: patrick tang who wrote (13523)	7/14/1998 5:55:00 PM
From: Hightechhooper	Read Replies (1) \| Respond to of 25814

On the Seagate CC they indicated that fibre channel products are just now starting to really take off and they expect significant growth rates over the next several qtrs and it is already moving to a level of a significant contriubutor to the business (both in terms of units and profits). They indicated this product is about 1 year behind schedule so maybe some of the growth LSI was counting on in the second half of 97 will finally surface in the 2nd half of 98. Since LSI can't seem to light their own fire, maybe seagate can do it for them. New products like these are THE selling story for LSI stock, of course we know that but apparently Wilf and friends do no!