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To: shane forbes who wrote (15029)	9/15/1998 11:07:00 PM
From: shane forbes	Respond to of 25814

silly billy 15 minute willy closed: [LSI always seems to be marching to the beat of another drummer aren't they. Last year they were at 65% fab utilization around mid year and really hurting and everyone else was pretty much ga ga and very happy. Then this year as LSI was moving fast from 70% to 80% to 90+% utitlization the industry was going the other way with fab utilization decreasing sharply. Amazing - all I have to say is that LSI is doing something differently ! now convert that into cash... - somewhat facetiously but somewhat right - I think the connection is the communications portion of the business - I think this part is marching to a different beat from the PC side which is what most other companies react to - it is likely not a coincidence that Tellabs et al are complaining of lower business in the sector and LSI's business vanishing so to speak - like I said only partially true because LSI is more diversified but I suspect there is a smidgeon of truth in here. Am keeping an eye on the networkers as well.] If the data in the last post was right - PCs at say 40%, communications at 20% for the entire industry - then no wonder LSI (pre - Symbios) is different and everyone is struggling to figure out what the &&^&^^%%$#% is going on. The component percentages for LSI are completely out of whack relative to the industry as a whole. LSI Industry PC <5% 30-40% communications 36% 20% (consumer electron.) 30% guess < 10% (high end computing including high end storage) 31% guess ~ 20% autos <1% something + whatever else... Small wonder then - we zig industry zags, & when we zag everyone else zigs <ggg> interesting... Shane.

To: shane forbes who wrote (15029)	9/15/1998 11:34:00 PM
From: E. Graphs	Read Replies (2) \| Respond to of 25814

Shane, RE: now convert that into cash...] Really agree with this! Why don't we ever see LSI kick any butt? It's either in a coma or slipping into one. I always cringe when the press comes out with negative comments on any area.........if it's communications, LSI hangs out with them, so off to jail....if it's consumer electronics, off to jail.........even DRAM and PC related stuff takes LSI down........guilty just cuz. What takes it up???? I used to own BBRC. It has a great reputation around here. People were very pleased today that it recovered from the open as it did. But, for once, I missed the train because of some reverse madness :).....after LSI warned last month I dumped all my BBRC. If good for nothing else, LSI has been acting like a monkey in the jungle.......screech screech......danger....danger! dump! dump! E