SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : VLSI Technology - Waiting for good news from NASDAQ !!!
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: DanZ who wrote (3113)3/6/1998 11:19:00 AM
From: ricky   of 6565
 
Dan,

VLSI has a book value of 11 , 6 in cash. The PE is very
reasonable at this price. VLSI sales and earnings growth
has slowed dramatically. Inventories are building and the
ASIC market is very competitive. It's very difficult
to compete with LU, IBM and LSI Logic. The value of the
stock looks good on paper (PE, cash, book value) but if
your having problems selling your products the fundamentals
will start to erode.

I am considering purchasing LSI Logic at $20. I do not have
a long or short position in VLSI. I like to see what's going
on with companies that I used to own.

Rick
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News