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Technology Stocks : VLSI Technology - Waiting for good news from NASDAQ !!! -- Ignore unavailable to you. Want to Upgrade?

To: Joseph E. Caiazzo who wrote (2866)	1/29/1998 11:35:00 AM
From: Clarksterh	Read Replies (1) \| Respond to of 6565

<<The stock fell because investors are a forward-looking lot.>> But not too far forward. If they were looking 1 year out, management gave a fairly rosy picture. Instead they look only 1 or two quarters out. Clark

To: Joseph E. Caiazzo who wrote (2866)	1/29/1998 1:16:00 PM
From: Maui Jim	Read Replies (1) \| Respond to of 6565

Hi Joe, I must disagree with you on all three points: 1. S. Korea does not factor directly into VLSI business. 2. I have followed VLSI since 1990, and have never seen a year that looks better for the company than 1998 looks right now. Management may have lowballed their guidance, to play it safe. With DBS and set-tops selling well, GSM continuing strong, DVD taking off, and the new CDMA chips coming out, there is potentially greater than 20% growth for 98 in the cards. I think they gave conservative numbers until there was more visability on the bookings. 3. Regarding the ETSI third generation cellular, the W-CDMA standard got the most votes, but not the required 71%. I have said this is more of a win-win situation for VLSI, as although W-CDMA is backed by VLSI's largest customer, the other standard is based on a combined GSM-CDMA technology, where VLSI is already a leading GSM supplier, and soon to be one of only a handful of CDMA chip suppliers. So it will be good for them either way, but for different reasons. Regards, Jim