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: Joseph E. Caiazzo who wrote (2851)1/26/1998 5:59:00 PM
From: OldAIMGuy   of 6565
 
Hi Joe, A quick glance at Value Line's latest report shows a 1997 Boo Value estimate of $11.35 and a potential double in the next 3-5 years. This is the same as INTC. However, I note that they are no longer calling for a double in revenues at VLSI in the same period. INTC is predicted to pull off yet another double in revenues, however. Sorry for the bad reporting.

I guess my point is that with a Price/Book Value of 1.76 for VLSI and 6.36 for INTC (INTC is showing a Book Value of $11.80 vs VLSI at $11.35), VLSI looks like the better value. Also, INTC looks like it's heading into a gross margin contraction in the same period as several companies eat away at some of its Pentium business.

As you know, I have a bunch of my net worth riding with VLSI. I'm hoping to be rewarded nicely.

Best regards, Tom
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News