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Technology Stocks : VLSI Technology - Waiting for good news from NASDAQ !!!
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To: OldAIMGuy who wrote (5277)2/26/1999 3:02:00 PM
From: Maui Jim  Read Replies (3) of 6565
 
Hi Tom,

"I've never asked him what other stocks he likes! Maybe I should!"

VLSI is my largest position, ~11,000 shares, March, April, July Calls (~200 contracts total), and short a few Puts.

My second largest position is Logic Devices, LOGC, a small specialized fabless IC manufacturer with a pretty compelling story. The main product focus is digital video processing chips for HDTV head-end and HDTV camera equipment. It's kind of like a miniature VLSI situation right now, in terms of valuation, IP, and product market, and hasn't yet shown up on the radar screens. Jim
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