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: Rajiv who wrote (110)	4/7/2000 2:05:00 AM
From: WTMHouston	Respond to of 152

I also own VSH and am quite happy with it. As for SILI earnings, SILI IR has repeatedly said that SILI is doing and continues to do "well" and sticks by the comments they made in January, which, as I recall, were that they expected growth to continue and expand in Q1. We do not have any formal analyst coverage or any press announcements from SILI, but I remain confident and am sticking by my $1.03 estimate for Q1. IMO, this dip was overdone and presented a buying opportunity rarely seen in any stock. Those that sucked it up and bought on the HUGE dip will be rewarded shortly. As for a VSH buyout of the remaining 19.6%, I say NO WAY. I am copying below a post I made on yahoo today regarding the buyout speculation, which IMO, is all it is. In my view, there is NO chance that the VSH shelf registration today has ANYTHING to do with SILI much less a tender for the remaining 20%. If VSH wanted to tender for the remaining 20% of SILI, the last thing they would do is telegraph it with a shelf registration. This, alone, IMO, is enough reason to dismiss the speculation. In fact, the shelf registration convinces me, 98%+, that there is no such intention by VSH precisely because no one with ANY business sense (and VSH management has plenty of business sense) would telegraph such a move in advance: all it would do is cost them substantial money. If VSH wanted to buy the remaining 20% of SILI all we would see is a tender: we would not see a shelf registration for mostly debt instruments. Finally, putting the registration together and filing it is not something that would have happened in a couple of days or even a couple of weeks. It would have required board approval, then drafting and redrafting by lawyers, and then more approvals. There is NO chance that it is a response to SILI price action of the last couple of weeks. So far, other than pure speculation, I have heard NO underlying factual basis from anyone for believing that VSH has any intention or desire to buy the remaining 20% of SILI. IMO, there is NONE. It may make for interesting discusion here, but that does not mean that there is ANY chance of it. There may be theoretical arguments and reasons why VSH may want to do it, but that does not mean that there is ANY chance of it: those theoretical arguments and reasons don't make it so. Our creation of and then discussion about issues does not give them a real life. Troy