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To: shane forbes who wrote (15748)	10/18/1998 5:26:00 PM
From: akmike	Respond to of 25814

Shane-I goofed! 4.2m not 4%. I didn't mean to imply a sequential compounding of yen depreciation but that the yen depreciated more in 3Q than in 2Q. The decline in consumer revenues is perplexing; here is my guess: 2Q=95m(maybe communications was disproportionately part of the 3 similar divisions then). In 3Q yen depreciated say 7m (s/b twice as much as 2Q but base probably fell). Dcam was due to get vol.shipments in Sept. and Oct.,this probably slipped a little from July. Sony's price decrease from LSI for PSI could have been backended in 2Q having fuller impact on 3Q. Impact of these plus growth in DVD about neutral. STB customer losses (2) say 9m=95-7-16=79 or close enough to a ballpark 20%. The above seems to give stb too large a # from 2Q unless a good portion of stb sales were to Japanese firms and denominated in yen. Maybe we should just admit that we have insufficient data from the base q to make reasonable assumptions... Best Mike

To: shane forbes who wrote (15748)	10/18/1998 5:59:00 PM
From: akmike	Read Replies (1) \| Respond to of 25814

Shane-maybe we're making it too hard. What if Wilf used the run rate as the base for the 20%? Then 20% of 440=88m;and dcam amd dvd made up for most of the drop in stb. In the grand scheme of things it probably doesn't make any difference anyway. LSI is going to be a "show-me" company for at least 2 qtrs. and maybe several more. Best, Mike