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

To: E. Graphs who wrote (13787)	7/23/1998 10:48:00 AM
From: BWAC	Respond to of 25814

Buy More? Don't think I want to add much more to my LSI position. But look at the August calls for the 20 and 22 1/2 strike. If you could get the stock for close to 20. The Aug. 20 call could be sold for 2 and give a little protection against bad news. At 18 I would buy anyway given what I know now. It seems almost ashamed to let what appears like a good price on LSI at 20 to just get away. Thoughts?

To: E. Graphs who wrote (13787)	7/23/1998 12:04:00 PM
From: Jock Hutchinson	Read Replies (2) \| Respond to of 25814

Lady E: My two cents worth is that LSI will be two cents short--i.e. twenty cents. By the way, I happen to think that IDTI is a very good buy right now. Also a note about the so-called class shown at the TXN conference call. The true story is that two of the members were retiring, and Bill Alesworth, the CFO asked the analysts to congratulate the two retirees. They did what they were asked to do. I saw nothing more or less professional about TXN's call than LSI's previous calls. In general though, LSI gives a little more of a forward look. But you don't need my word or K's or Shane's. We all can draw our own conclusions by listening to the replay and then posting to this board. I think by late tonight, people will have a fairly good idea that K is blowing hot air when it comes to criticizing LSI's accountability with the investment community. The 800 number came as a surprise to him. It will be used for all future conference calls.