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To: E. Graphs who wrote (14635)	8/30/1998 2:27:00 PM
From: thomas hayden	Read Replies (3) \| Respond to of 25814

I have some bad news for LSI & DVD. I had dinner last night with someone who works in Blockbuster's corporate office. Blockbuster WAS planning a major promotional this fall with lots of advertising for DVD. She said that has been drastically reduced. They are now going to only Promote DVD in 1000 of their 4000 stores and the big TV campaigned has been canceled or postponed. The reason is they think Divx (or whatever, the movie disk that deletes after a couple days) has a reasonable shot of catching on. So Blockbuster is going to wait and see which one makes it. She said Blockbuster is still behind DVD but the major studios are picking sides. I think she said Warner backs DIVX, while Paramont & FOX back DVD, while Disney is against both. I remember reading earlier that someone said DVD only had a few years of a window of opportunity, well while the studios fight over this time is slipping away. I wonder though if DIVX catches on who makes the chips for those systems? Either way we could have used a big TV campaign this fall to help spur on sales of DVD.

To: E. Graphs who wrote (14635)	8/30/1998 6:40:00 PM
From: E. Graphs	Read Replies (1) \| Respond to of 25814

A Look at LSI in Today's Daily Graphs: Relative Strength is 16. Institutional Holdings at 20% (the D.G. is not always accurate here) Accumulation/Distribution E Growth Rate @16% ROE 11% Debt 8% PE 13 5 yr PE 12-45 Short Interest 1.5 days..........-30% since last month Stocks LSI is now grouped with: ARMHY TXCC AMCC VTSS and QLGC These comparative stocks are showing excellent relative strength from 95 to 97. Group strength is at 35.

To: E. Graphs who wrote (14635)	8/31/1998 11:30:00 AM
From: Moonray	Read Replies (2) \| Respond to of 25814

[OT] Actually, my call was for EXTREME caution as the long-term bull may have been switching over to a BEAR market. This happened. Your call for a market crash may have been quite keen..... So what now? Well actually, one sees that the first leg of the bear is about complete. DOW now under 8000, next support at 7600: quicken.excite.com NAZ now under 1600, next support at 1500: quicken.excite.com Conditions are ripe for bear market rally. What we need is CONFLUENCE. Last week brought a TRIN (ARMS) of 4, a TIC of 1800, couple days of NY & OTC approaching a billion shares, tech leadership finally getting their come-upance, individual stocks way over sold. Problem was that these events occurred on different days during the week. We need a washout day where the TIC goes to -2500 and a redux of the other events. Today the bearish pattern continues. We should get a "flooding through stop-losses" bottom this week. What do you think of the big charts now that some of the dust has settled? o~~~ O