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Technology Stocks : SILI - Siliconix -- Ignore unavailable to you. Want to Upgrade?

To: WTMHouston who wrote (7)	9/11/1999 9:56:00 AM
From: Clarksterh	Read Replies (1) \| Respond to of 152

From the SSB report, I really like the 1.36 book to bill. Yeah, and the run rate P/E under 10 doesn't hurt<g>. In all seriousness I bought this stock partly due to the fact that I am always on the lookout for companies involved in the wireless market, and this is SILI's target. Right now there are spot shortages of different components all over the wireless market, and while I don't know much about low voltage power products in particular, it is still a good bet that, as a specialized product, they have some shortages. Clark PS Given that SILI is not in the defense business, I think it probable that all of their backlog will ship within between 1 and 2 quarters. Thus, barring a collapse in demand, I would expect SILI to have revenues of at least 120M per Q by the Q ending Dec. This will probably go along with earnings of near 2.00 per Q. And believe it or not I think this might be a somewhat conservative estimate of demand since wireless's strongest Quarter is the last Q of the year (XMas). The only fly-in-the-ointment is the question of whether SILI can ramp up production that fast. If you have to pick a problem to have, that is the one to have. (Does anyone have any information about SILI's efforts to secure more capacity in this capacity strained world?)