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

To: dmccoach who wrote (117)4/27/2000 1:49:00 PM
From: tech101  Read Replies (1) | Respond to of 152
 
No Better Time to Buy SILI Than Now.

No doubt that VSH is stealing the thunder. It looks more realistic now that VSH wants to get the remaining 20% of SILI on a one-to-one base.

I am not sure if there is anything SILI investors can do to get better deal. Even though SILI has a higher intrinsic value than VSH, however, that is the bottom line.

Business is superb, capacity will double, no more Chinese New Year, ..., eventually both SILI and VSH will get to new highs.



To: dmccoach who wrote (117)4/28/2000 9:06:00 AM
From: WTMHouston  Respond to of 152
 
Dan:

I agree that many of the folks on yahoo have pretty short term expectations. I would also love to see this thread pick up.

VSH did steal the show, but I do own it as well. My Jul 35 calls bought when VSH was at $38 are looking pretty sweat right now. The only real thing I have to decide is when the exercise them.

Troy


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