Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: puborectalis who wrote (53)	2/28/2000 12:28:00 AM
From: WTMHouston	Respond to of 152

I am not certain, but do not believe that SILI makes ceramic capacitors. If I recall correctly, those are made by VSH, SILI's parent. Here is a good business summary for SILI: Siliconix Inc. designs, markets, and manufactures power and analog semiconductor products. The Company focuses on technologies and products for the communications, computer, and automotive markets. Additionally, many of the Company's products are also used in instrumentation and industrial applications. All of the analog and power products produced by Siliconix can be divided into two general classes: discrete devices and integrated circuits (IC). Discrete devices are active components that generate, control, regulate, amplify, or switch electronic signals or energy. They must be interconnected with other, passive components (e.g., resistors, capacitors, inductors, etc.) to create an electronic circuit. ICs consist of a number of active and passive components, interconnected on a single chip, that are intended to perform a specific function. Troy

To: puborectalis who wrote (53)	2/28/2000 12:32:00 AM
From: WTMHouston	Respond to of 152

Check out -- www.eetimes.com -- for more technical information. Search for Siliconix. I am going to try and post some links but not sure they will work. There are several interesting article either about or mentioning SILI or its products. The EE site was pretty good. Troy New Product eetimes.com The VSH purchase of SILI eocenter.com And then open Item 5 Some discussion eetimes.com

To: puborectalis who wrote (53)	3/5/2000 5:03:00 PM
From: WTMHouston	Read Replies (1) \| Respond to of 152

Looks like I was right: SILI does not make ceramic capacitors, they are made by VSH, SILI's parent. Anyone following SILI and VSH ought to check out the information in these links. biz.yahoo.com rd.yahoo.com*http://cbs.market... messages.yahoo.com. I added to my SILI position last week at $75. SILI is still a great buy and IMO will likely hit $150 within six months and $200 within 12 months, if not more and sooner. Since it is currently trading at less than 17x this years likely EPS (which I figure at around $4.75 to $4.80) and is growing at four times that rate, SILI remains a true value and growth play in the tech sector. Troy