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Technology Stocks : VLSI Technology - Waiting for good news from NASDAQ !!!
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To: Michel Eftimakis who wrote (2909)2/11/1998 7:11:00 AM
From: shane forbes   of 6565
 
The perceived risk is different.

VLSI has made mis-steps in the past and this is plaguing the company's valuation.

Also there may be something (similar to LSI) about the dependence on a single customer. For VLSI this is ERICY, for LSI this is Sony.

Finally there is a perceived concern about the communications area because Asia is a sizable consumer of these chip-sets. Whether true or not time will tell.

Both should participate in the long term SOC revolution.
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