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To: shane forbes who wrote (15139)	9/19/1998 12:33:00 AM
From: shane forbes	Respond to of 25814

This is very well said and agrees with what we have been yapping about (the difference between short term demand/supply inventory etc related snapbacks in the PC arena and a long term trend - faster growth rate in communications) Message 5790601 "The internet has changed the PC from a computer to a consumer electronics appliance" (translated: The internet has changed PC chips from a high margin product to a lower margin product) (see I am not out of my mind - ML likes not just TXN but ADI too - the baby unknown TXN <gg>. Likewise I hope I am not out of my mind when I say, in a very different way but playing to the same trends, LSI is similarly well positioned!)