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Technology Stocks : VLSI Technology - Waiting for good news from NASDAQ !!!
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To: Joseph E. Caiazzo who wrote (4100)8/11/1998 1:01:00 PM
From: Ed Nielson   of 6565
 
Joe,

I believe you're right that VLSI can't stave off the competition indefinitely, but they may not necessarily need to. In certain instances they need to realign their business (as they did in getting out of PC Chipsets and into wireless) but they are small enough to adapt. I've worked in development in both BIG companies and small companies. BIG companies certainly have certain advantages, but so do small. BIG companies often have trouble executing due to inertia and indecision. They also often pull out of certain customers because a given contract won't bring in enough (although it can be in the $tens of millions), or they decide that they're no longer interested in that segment of the market. I've seen all of these things happen. This leaves room for smaller companies to benefit. Also, I believe the customers are wary of having only a single supplier (for obvious reasons) and this also often is good for business for the smaller outfits.
As for technology, the copper interconnect can be licensed if it's patented, and fabrication/process technology is one place where VLSI is advancing well. Size doesn't always mean efficient. I'm still confident in VLSI over the mid- to long-term when the overall semi market starts to pick up well again. Just my 2 cents worth.

Cheers,
Ed
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