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Technology Stocks : LSI Corporation -- Ignore unavailable to you. Want to Upgrade?

To: Jock Hutchinson who wrote (13690)	7/20/1998 3:42:00 PM
From: getgo234	Read Replies (1) \| Respond to of 25814

Thank you for the conference call info. I received a call from Robert Sison, Manager Investor Relations, with LSI. I asked Robert why LSI didn't make a greater effort to keep the investment community better informed about LSI's activities - specifically the Symbios acquisition. Robert noted that LSI was limited on what could be said until the acquisition was ok'd by the applicable authorities.(It seems to me that other companies feel free to discuss acquisitions at the time of the initial press release). I then asked if LSI would be able to discuss the acquistion during the conference call. Robert noted that they would discuss Symbios to some extent during the conference call. Robert noted that LSI did not try to manage the short term price swings. I do appreciate that Robert was very limited in what he could say given that quarterly results are due out this week. Robert noted that he follows the SOX index and that he feels that LSI's stock price is performing in line with the index. I think that he was telling me that LSI's performance is right in line with other semi related stocks. I wish I had asked if he felt comfortable with that performance given that LSI's CEO has spoken about LSI outperforming the semi industry by 8 or 10 % this year. Robert did note that he reads postings pertaining to LSI on the internet. Finally, Robert noted that the semi industry was a cyclical industry and it is currently in a down phase. I do not think he was implying in any way what LSI was necessarily continuing in a down phase. I sure hope not.