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


To: WTMHouston who wrote (63)3/10/2000 12:51:00 AM
From: G.M. Flinn  Read Replies (1) | Respond to of 152
 
How true on the silence over here on S.I. But you and Let are doing a nice job leading the charge over on Yahoo. I occasionally stick in my two cents as "gmfhoos." For what it is worth, I started doing all kind of comps of SILI vs. all other chip stocks (PMCS, VTSS, SBLI, SEBL, CY, etc.) and found SILI hugely cheap by any relative measure with the exception of DS (Dallas Semi). DS almost appears to be overlooked, too. Check it out when you get a chance and see if you concur. See ya.

Glenn



To: WTMHouston who wrote (63)3/10/2000 4:45:00 PM
From: jmanvegas  Read Replies (1) | Respond to of 152
 
WTM: Have been following SILI for quite awhile. Traded several times and I should never have let go of any shares in hindsight. Entered again several days ago and I'm not letting go. Looking to buy more on pullbacks - not sure you'll see any pullbacks that are meaningful. After reviewing last quarter's earnings and profits, SILI, if it were compared to other high flying semis or JNPR, FDRY, etc. should have a market cap of at least $10B, more like $15B. If I'm correct in that market cap scenario, SILI will climb to $500/share over the next 12-18 months - $200/share is easily doable very quickly. Let's keep this thread real quiet, as I believe that SILI is an undiscovered stock by many. However, I haven't seen this much volume as the last few days, so somebody has SILI in its crosshairs. Thanks for letting me share my views and I'll make sure to keep real quiet so as not to wake up the momo players as I try to accumulate more before the momo guys take SILI to the moon. Good luck all.

jmanvegas