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To: jack bittner who wrote (2442)	4/9/1999 7:44:00 AM
From: Immi	Respond to of 4710

I think you misunderstood. He said the visiblity/forcast is the same and the shipments will be according to forcast, and will wind up in "turns". Basically, it is just the rearrangement of the statement. He reiterated the same point several times, and made it clear that he is spending time to avoid a knee-jerk reaction. what you forgot to mention, that LU has set agressive goals for itself because its new products have been accepted in the market place. In order to increase their capacity they have started outsourcing, which is also very good for LU. When, the oursourcing is done LU will ship more products which LU said will mean more upside to earnings in the second half. So, why all this negativity?. Immi