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To: Jock Hutchinson who wrote (14275)	8/18/1998 4:17:00 PM
From: patrick tang	Respond to of 25814

Re: the worse case scenario is some as yet unannounced news that is about to be announced Yes, the word if finally out - dump fundamental stocks and buy net stocks at -ve 300PEs. That's the ONLY way to make money. patrick

To: Jock Hutchinson who wrote (14275)	8/18/1998 4:20:00 PM
From: Jock Hutchinson	Read Replies (4) \| Respond to of 25814

Potential Bad News Scenarios: "Just" a institution dumping its position"--Best scenario here is that it is over, but given the intensity into the close it is unlikely that selling has ceased. Loss of Playstation II MPU--Over time probably one of the most constructive news items that could hit LSI. Larger than expected writeoffs for Symbios--Most likely reason in combination with an institution selling. It will be difficult to evaluate this until the Symbios CC. Brokerage Downgrade--No chance that one broker could do this much damage unless the downgrade was leaked to other institutions. Here the only downgrade that could do that much damage is Kurlak's, both because of his influence and recent upgrade of same. Related to a Symbios contract such as problems with the latest Xeon chips. Pre-earnings announcement.