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Technology Stocks : TNCR, the MOST Undervalued Semi-Equipment Stock
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To: Gary Burton who wrote (23)3/9/1996 8:09:00 PM
From: Ron Leckie   of 362
 
Gary,

I don't follow VLSI too closely, however, I did think it very high
when it was at its peak in the high $30's, but at this price and the Value Line
EPS estimate of $1.50, it looks interesting for when the industry recovers -
but when will that be??? Since LSI Logic and VLSI are in the same business,
it might go sideways for a while until the LSI Logic bad news has been digested.

Ron
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