VLSI Technology - Waiting for good news from NASDAQ !!! Message Board

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Technology Stocks : VLSI Technology - Waiting for good news from NASDAQ !!!

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To: Jimbo Cobb who wrote (3020)	2/26/1998 11:37:00 PM
From: jtechkid	of 6565

in december vlsi said this quarter would be not that bad amonth later its a disaster- no visibilty -klic has some big ticket items- a cancellation or if ordered pushed out would hurt-the company did not comment about profitabilty-i've been to a lot of tech conference and i have never seen one management say anything bad- klic down today on a strong day -klic is highly cyclical business and i've been in and out of the company since 1995 and like vlsi management think they know the future but they really don;t. amat, the big daddy, came out after close and said that they would close shop for 12 days this year not because of just of the asia crisis but also fundamental problems elsewhere-first time they have done this in years-its getting worse rather than better- don't believe any these semi companies right now they don;t whats going to happen next week -no visibility=bad things-

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