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To: john dodson who wrote (15398)	10/3/1998 7:16:00 PM
From: Jock Hutchinson	Respond to of 25814

In the last four quarters, INTC's announcement only indirectly had an affect on LSI in one quarter. That was 1Q '98. LSI's announcement will affect LSI, and very little else will affect LSI. techstocks.com Hardly the kind of chart that begs for side by side comparisons.

To: john dodson who wrote (15398)	10/3/1998 8:23:00 PM
From: shane forbes	Read Replies (1) \| Respond to of 25814

John: I think INTC will report good things but that's just a guess (though affected just a tad by their 10% revenue growth + the release that they would be beating earnings estimates <g>). Usually good news releases are underplayed by the companies initially so I would suspect them to beat whatever estimate is now on the books. I do agree that if they don't or if they mention Q4 is doubtful it is game over since it might be seen as more proof of a weak global economic environment. Therefore, INTC's report should be viewed as a positive because it removes the possibility of a sector-wide dumping of chip stocks. Shane.