Dan, >>>oth stocks are ridiculously cheap, VLSI more so
than LSI.<<<
Just because a stock is cheap doesn't make it a good value. For example, WRT VLSI, back when there were a lot of rumors about LSI buying them, I happened to have an opportunity to talk to Michael Murphy of California News Letter. He's much maligned also, but has done his homework in the technical area. He knows his stuff, much more than I can say for Tom Kurlak or Jubak. Murphy said his recommendation, if LSI took over VLSI, would be for LSI people to completely replace VLSI management...implication was incompetency. I also know people who have interviewed at VLSI and they say the people there have a weird (somehow think they're superior) attitude and no way they'd want to work there. Just a couple of smidgeons, but, hey, what else do we get to go on?
To expand the interview thing a bit more, I have found that the impression a company and its people give, on an interview, speak volumes about the company.
Tony |
