VLSI Technology - Waiting for good news from NASDAQ !!! Message Board

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Technology Stocks : VLSI Technology - Waiting for good news from NASDAQ !!!

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To: otter who wrote (4818)	11/7/1998 7:54:00 PM
From: Ram Seetharaman	Read Replies (1) of 6565

Pretty good information from a variety of angles. One thing missing is MICROSOFT Investor's JUBAK's picks from 9/10-1998. VLSI,ADI,LRCX,SVGI were rated a few weeks ago by Jubak as way undervalued and they have all gone up 60 %. VLSI has been a dog for years, swinging up and down.Valuline's analysis is conservative and they are not the best place for tech stocks. VLSI was a good candidate for an acquisition/purchase when it traded below 7. Why would HP buy VLSI, when they can subcontract such work outside during the semicycles for much less and terminate such contracts during a slowdown? HP also is not hurting for talent - they have got plenty in house.

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