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To: Glenn D. Rudolph who wrote (38788)	2/8/1999 3:25:00 PM
From: GST	Read Replies (1) \| Respond to of 164687

Glenn--LSI, a long suffering stock that I never got around to owning till recently. It is in its 'sweet spot' now and the move has legs. It has a long way to go but has turned the corner. A month ago would have been better, but I have advised family and friends on this one -- and I bought in myself. I like the portfolio of technologies -- always have. But their end markets are picking up now, and so are their prospects. This was the missing link for them. For AMD it was never being able to deliver, and always facing INTC if they did. LSI is not in that situation. They just needed their customers to get to the point where they really need their stuff in a big way. Watch for a batch of upgrades and several years of improvements in earnings. I will ride to forty and then evaluate the climate, but I think it is a long term hold -- with exponential potential.