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To: uu who wrote (13752)	7/21/1998 4:00:00 PM
From: Hightechhooper	Respond to of 25814

Addi, Remember June 10th of last year? Well Montgomery is the one that sent LSI spinning off the cliff then and, unfortunately, they were right. I hope it is not deja vu all over again! For those interested go back to post 4000 or so and you can pick up on what Montgomery did to LSI then, it is very interesting reading. I knew fy99 estimates were too high and it would be difficult to bring those estimates down without tanking the price. That is why they should have brought expectations down while the price was tanking, not when it was recovering. It is all a shell game and you have to be willing to play it if you want to do what is right for the shareholders. If Montgomery is right again, it will substantiate without a doubt that LSI just doesn't want to play the game.

To: uu who wrote (13752)	7/21/1998 4:21:00 PM
From: DavidG	Read Replies (1) \| Respond to of 25814

Addi, As you know I am no advocate for ANY of the analysts that are out there, including Tom Kurlak...but given that Kurlak was the last one that LSI apparently met with and then ML upgraded LSI, the company must have had some good forward looking news. Since then there was this nonsense about Sony not giving LSI the logic function for the Playstation II and LSI's IR indicated that Kurlak got the latest info, implying the rumors are false. Now maybe Kurlak had/has a motive for his upgrade but, IMO it is also obvious that Montgomery ALSO has a motive for knocking LSI right before earnings(MAYBE b/c they are on the wrong side). As E so accurately pointed out, Montgomery was also the one who downgraded BBRC right before its earnings yesterday and they were also WRONG on that...which of course doesn't mean they didn't make money on the call...if you know what I mean.<g> As far as K "the chicken little" Investor, just think about what he has been bringing to the thread since the beginning. Nothing but negativity and doomsday emotion. Now this is from someone who claims to have bought 75000 shares of LSI not to long ago. He also complained and cautioned us as it went to 25. Now wouldn't one expect him to sell at least some of it at that point if he was so worried....duh. ...so as we must question him and his ulterior motives we must also question any and all analysts since they all play with a different set of rules then most of us have grown up and become accustomed to. I say to everyone long LSI don't get discouraged and just wait to Thursday and if you had a plan to average down at this point...well why not???? after all there wasn't any negative news from LSI to change our minds....besides IT IS TOO LATE TO DO ANYTHING ELSE!!! Good Luck DavidG

To: uu who wrote (13752)	7/21/1998 6:56:00 PM
From: Hightechhooper	Read Replies (1) \| Respond to of 25814

I just listened to the txn conf call. The amount of information and details they give out on these calls is amazing. Every question is answered in detail. It is clear that all of the analysts are appreciative of the openness and the respect towards TXN management is readily apparent (a couple of guys are retiring and almost every analyst took pause to thank them for their help over the past years). In addition, the results speak for themselves. They had absolutely nothing positive to say on the short run with almost all markets looking very weak and no tangible signs of improvement yet on the horizon. Yet, despite this outlook, the price goes UP a couple of bucks and is within about 10% of an alltime high. This type of relationship with the analysts and investment community at large is truely a goal for LSI to shoot for (instead of simply trying to keep pace with the sox for Gods sake). TXN is truely a class act and that is reflected in their stock price. FWIW one of txn's goals is to bring more stability to the price for txn shareholders and many of the OPERATIONAL decisions they are making are to support that goal. It is nice to see someone thinking of shareholders in this way. Interestingly, in response to a Jonathan Joseph question, txn said that the ASIC market was weak due to some inventory corrections at end customers. I am not sure exactly how, if at all, this played into the downgrade, but interesting nonetheless.