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To: patrick tang who wrote (18534)	5/21/1999 12:50:00 AM
From: Jock Hutchinson	Respond to of 25814

Patrick: Clearly the problem with Gesham is ramping up faster than expected due to the increased demand rather than a problem per se. The increase in Coreware will clearly help margins, and this was specifically stated during my call. Yes, Mark Edelstone is with Morgan Stanley, and right now he is the "hammer" for semis. These guys in Malaysia aren't just foundry guys. Rather, they are development partners with LSI in the region. Thus, while they will be doing some foundry work, it would be a mistake to assume that they are merely a foundry. Rather they are in certain areas partnering with LSI.