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Technology Stocks : SILI - Siliconix

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To: WTMHouston who wrote (38)	2/18/2000 11:49:00 PM
From: G.M. Flinn	Read Replies (1) of 152

WTM, thanks for your posts. SILI may be a real sleeper. I can't remember how I stumbled onto your posts, but I have been doing research for several days since reading them ... mostly SILI vs. other possible comps. SILI is trading way below any comps I could find, by a lot. (I stretched some of my comps into specialty chips, VTSS, PMCS, and others, but co's with similar growth trends ... and I know those are not perfect comps). If SILI were to do $13 this year, it is only trading at a forward P/E of 20. Compare that to so many up and comers with forward P/Es around 100 or so. And nice to see the main growth area centered on telecom. Downside? I guess that VSH owing 80% will scare some off as will the float, but the 3 for 1 split will help on that front (and the 2 for 1 split to follow I would imagine!) Any thoughts on capacity constraints, etc. that could hold this co. down? I am a believer and bought some today. Will probably buy more prior to split. Glenn

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