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To: GST who wrote (51687)	4/20/1999 7:48:00 AM
From: Sarmad Y. Hermiz	Respond to of 164684

GST, It is all a puzzle. I had a stock (Sawtek; makes electronic filters for cell phones). It has a Japan competitor. When the the yen is up it does well, when the yen is down, it is trashed. Anyway I bought at 10, the stock went to 30, I sold it all. Then it went to 45. Now I have similar position. I bought Case Equip around 20. Now it is 35. Just about book value. But 100% gain for me. If I sell, I know the stock will go back to 70. If I hold, I know it will go back to 15. I have a couple others like that in oil. What to do !!!

To: GST who wrote (51687)	4/20/1999 8:22:00 AM
From: Sarmad Y. Hermiz	Read Replies (1) \| Respond to of 164684

GST, You might enjoy this re our darling LSI, from their news release. ----------------------------------- The LSI Logic 1999 First Quarter News Release Follows This Summary: * Record Q1 revenues of $457 million. * Q1 revenues up 41 percent compared to Q1 1998. * Fourth consecutive quarter of sequential revenue growth. * Per share EBG(1) was 8 cents, compared to First Call consensus estimate of 5 cents. * Operating expenses decline in dollars and as percent of revenues. ------------------------------------- It is from quote.com, which you might not have access to. If you like I will email you the whole release.