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Technology Stocks : SILI - Siliconix

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To: G.M. Flinn who wrote (39)	2/19/2000 9:28:00 PM
From: WTMHouston	Read Replies (1) of 152

Glenn: I have quietly been trying to mention SILI on other threads without it being blatant SPAM. Under followed is an understatement. The split should help. As for the capacity issue, as I recall, SILI has more capacity coming online in Q2 and Q3 (already accounted for in the balance sheet as I recall) and has an agreement with a company in Asia for additional capacity. Book to bill remains solidly above 1.1, which should keep this gem chugging until Q2 when the new capacity comes online. Chceck out the info in this link for some SILI info from VSH. messages.yahoo.com As for comps, I think SILI's closest comp is IRF: SILI is better fundamentally and a better value. I wish this thread was more active. Until it is, there is a lot of good info on the yhoo SILI, DIO, and VSH threads. There have been a lot of high flyers in this market, but none have been as undervalued in the traditional sense as SILI. I would like to find one of these every month, but until I do I will stick with SILI. Troy

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