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Technology Stocks : VLSI Technology - Waiting for good news from NASDAQ !!!
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To: orkrious who wrote (4668)10/15/1998 12:49:00 PM
From: Maui Jim  Read Replies (1) of 6565
 
Jay,

1. I concur with all of you completely about the conference call. This has been a recurring problem for VLSI. Who is going to explain it to the CEO? The analysts probably figure it's not their job to give negative feedback, and Al's employees certainly aren't going to say anything! Perhaps comments here from shareholders will help...

2. CDMA - The development work on this chip was begun over two years ago. The first design wins occurred early this year. Samples were shipped in June to those customers, and several others for evaluation. VLSI is also embedding the design into custom ASIC's. The conference call alluded to the difficulty of perfecting a phone for the CDMA standard. VLSI has the most competitive solution. I was hoping for shipments before this Christmas, but handset producers have been cautious. This will be a major revenue producer ramping throughout 99. Jim
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