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Technology Stocks : LSI Corporation -- Ignore unavailable to you. Want to Upgrade?

To: Jock Hutchinson who wrote (16698)	1/28/1999 7:23:00 PM
From: BWAC	Read Replies (1) \| Respond to of 25814

Jock, Gresham is an important point to remember. If everything went as we were last informed. Only December expenses for Gresham were included in the quarter. 1 month out of 3 possible. We have 3 full months of Gresham to look forward to in this coming quarter.

To: Jock Hutchinson who wrote (16698)	1/28/1999 8:05:00 PM
From: patrick tang	Read Replies (3) \| Respond to of 25814

My vie of the future is much better than most of the posts here - HUGE sales increase (don't forget they even shut down Q end shipment early), Gresham start up seems to be going OK, head count going down 17%, old fab being shut down, LSI will do fine. By the way, they'll be needing Gresham pronto at the rate they are growing. Remember Corrigan saying there's no such thing as sales growth in mid-teens - either less than 10% or over 20%? If we are seeing the latter starting now .... Can't wait to find out what they are saying in the cc. Either way, just hang in there for the ride. I think it's just a matter of how good it is - totally wild or just OK. patrick