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To: Hightechhooper who wrote (13880)	7/24/1998 11:14:00 PM
From: frank/fla.	Read Replies (1) \| Respond to of 25814

Prudential and Gruntal reiterate buy and strong buy 36 and 40 12 months....so they did aquick study what can I say.....now does anyone have any contacts at ML.....I really would like kurlak to adopt us...

To: Hightechhooper who wrote (13880)	7/25/1998 1:35:00 PM
From: Tech Watcher	Read Replies (1) \| Respond to of 25814

I was hoping K would cover his shorts and move on. Unfortunately, it looks like he has puts and we have to endure more negative propaganda. K wrote: IMO. My biggest disappointment was the price decline on the playstation. That 16M lost revenue per qtr is what could have kept eps whole despite the fab opening. Without it I just don't see how they can post good eps numbers. Had I known that piece of information earlier I never would have bought this stock when I did. It seems like K is the only one that didn't realize that Playstation revenue would be decreasing both in terms of dollars and as a percentage of income. The contracts have been in place for quite awhile. The price drops were planned long ago as the product cycle matured. I think it is a HUGE plus that Playstation now accounts for less than 10% of total revenues. (Sony is now 11% and not all revenues are Playstation). Institutional ownership of LSI is below 50%. I think it is about 38%-40%. One thing that scared them off was the significant dependence on one customer and one product. It has been too easy for K-Types to propagate rumors about losing the Playstation business. It is increasingly becoming a "so what" issue. K makes so many good posts and then out of the blue, his true mission always surfaces. For those new to the thread - K claims to have been on CNBC and owns 75,000 shares of LSI. I don't want this to be a Rah Rah thread where any dissenting opinion is attacked. It is good to look at both sides of the issues, but beware of self-serving misinformation. - Tech Watcher