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: DanZ who wrote (4657)10/14/1998 7:46:00 PM
From: orkrious  Read Replies (1) of 6565
 
Well, I just listened to the conference call, and I wasn't too impressed. Basically, they'll be lucky to break even next qtr. I was also confused when they said wireless was disappointing. But when I look at the numbers, communications increased to 60% of revenue, from 50% last qtr. Doesn't make sense.

Short term, I doubt we're going anywhere. Looking into next yr (no visibility, so it's difficult) there is tremendous potential. But the market doesn't give a shit about potential right now. Fortunately, at right around cash value, there doesn't seem to be a lot of downside.

I should also say that I was very excited after listening to the 2Q conference call, and I bought 1000 more at 19. Look what happened. So, maybe now that I'm disappointed, we'll go up. Not likely.

Jay
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News