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Technology Stocks : VLSI Technology - Waiting for good news from NASDAQ !!!
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To: Kevin Hay who wrote (4046)8/5/1998 11:28:00 AM
From: OldAIMGuy  Read Replies (1) of 6565
 
Hi Kevin, If we look only at the price history since Mr. Beyer arrived, it's not evident that he did any good. He arrived just after the late '95 bashing of the semis. From a low near where we are right now, he stepped in. It's not hard to have the stock look like it rebounded because of his personal efforts when it was already fully discounted.

If anything, the fundamentals of the company are stronger today than late '95. If anything, their potential business is greater than late '95. These things may or may not be attributable to Mr. B, but the point is that here we are with a $12+ stock that is in better shape than EVER no matter WHO is COO.

Those who bought this stock with the hope of a buy-out are probably disappointed. Those who want long term capital appreciation have seen this company design and then follow a logical path of business diversification and expansion. Just because the psychological barometer of the NASDAQ doesn't appreciate (today) what they've done makes no difference.

My personal opinion is that litigation dilutes management's time to accomplish their company's goals. Companies produce, Lawyers don't.

I agree that poison pills are the chicken's way out, but why discuss such a thing when it's not even being discussed by the company, to any of our knowledge. Some doofus will read it here and think that management's already placed it in effect!!!

Facts at hand are a bit slim here, let's hope what's left of management takes care of that quickly. Mr. B. might be a swell guy, but VLSI is a corporate entity, not an individual.

Best regards, Tom
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