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: munsters who wrote (5165)	2/9/1999 12:41:00 PM
From: patrick tang	Read Replies (1) of 6565

You are dreaming - none other than Steinman himself promised 2 flat quarters. The day for this stock will come, but not tonight, Josephine! Incidently, IMHO, I don't like the heavy dependence of VLSI on one customer - Erickssen. I am sure Erickssen does not like to rely so much on one supplier either. If Erickssen decides to 'split the business', boy, will VLSI stock be in trouble. I hold LSI and sleeps very good at night, especially lately. If and when I get into VLSI, I intend to watch it like a hawk with one finger on the sell trigger. My guess is the market put discounts VLSI for this too. VLSI would be much better off if they merge into LSI - instant well diversified powerhouse with leadership position in many markets but not one customer greater than 10% sales. But that will never happen. Thus I view my LSI is a very long term hold, but look to VLSI as medium term trades, hoping to catch some quick bounces. Incidently, whoever believes that fastnut crazy on the Yahoo! thread would be better off putting his money into CDs. patrick

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