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To: Richard H. who wrote (14565)8/26/1998 1:01:00 AM
From: akmike  Respond to of 25814
 
Thanks for the Merrill info. How did they treat Symbios? Was there any accretion for Symbios in their "soft" 1999 #? Did they comment at all about how much and on what terms LSI borrowed for Symbios? I'm hoping that they were able to arrange a yen-denominated credit to increase the revenue- neutral position when all those yen come in next year for DVD and DCAM and Playstation II. TIA.
With or without Symbios in the # for 1999 I like where Kurlak & co. are starting. In this market there is no reason for them to be aggressive and if they are able to revise upward later we will get more bang.