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To: pat mudge who wrote (9978)	3/3/1999 3:58:00 PM
From: Peppe	Respond to of 18016

Pat, Is this the culprit causing the late afternoon weakness? If so I believe it's being misinterpreted. I doubt it. The markets are down probably due to Greenspan, several analysts predicting a correction, and COMS warning that they too will miss their numbers this quarter. There could be some late bargain shopping going on, however.. peppe

To: pat mudge who wrote (9978)	3/3/1999 4:33:00 PM
From: zbyslaw owczarczyk	Respond to of 18016

From LSI : "We are continuing to experience strengthening demand and believe LSI Logic is well-positioned for a semiconductor industry upturn. We have completed the integration of Symbios, announced our intent to acquire networking leader SEEQ Technology, commenced manufacturing in our new Gresham, Oregon fab, initiated a comprehensive restructuring plan and are taking focused action steps to achieve our new business model. We are in the right markets at the right time and we have the engineering expertise and technology to provide the system-on-a-chip solutions for our high-volume customers. As evidence of this, we announced earlier this week our collaboration with Sony on the next-generation PlayStation video game console."