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To: G. H. who wrote (14603)	8/27/1998 5:46:00 PM
From: Tony Viola	Respond to of 25814

Henry, about TI >>"TXN press about .07 micron silicon, this could be a big problem, couldn't it ?" TI often makes press releases about their technology breakthroughs, when other leading companies quietly go about doing the same or better. TI did it two years about 0.18 micron, saying they were way out in front of everyone, and where did that get them? Intel technology marketing people told me at that time that they had 2 pilot lines running on 0.18, but they made no noise about it. Intel will be in production with 0.18 in 1H99. IBM will be there 4Q98. Don't get me wrong, TI is a good company, but they have had a penchant for the fanfare for quite some time. Also, maybe their announcements are lost on me somewhat because I'm a CPU guy, mostly. Tony

To: G. H. who wrote (14603)	8/27/1998 5:49:00 PM
From: getgo234	Read Replies (3) \| Respond to of 25814

Its too bad that LSI didn't purchase Symbios with LSI stock. Cash saved could have been used to purchase LSI stock in the open market. With the approximate 700 million used to purchase Symbios obviously a great deal of LSI stock could purchased in the open market. On a more serious note is LSI's CEO competent to be making major decisions ? It appears to me that Wall Street is questioning the very viability of LSI as an ongoing entity. With the semi industry in such dire straights why would CEO jeopardize the very existence of LSI by buying Symbios at this time ? The only logic answer I can come up with is that CEO of LSI felt that LSI was not a viable long term entity on a stand alone basis. If acquisition of Symbios turns out to be a major mistake I do not think that LSI will survive the experience unless we see a sharp upturn in the semi industry in the interim.