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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 (2876)	1/29/1998 11:05:00 PM
From: JohnM	Respond to of 6565

don't overestimate the adverse impacts of asia on vlsi customers such as ERICY. there hav been lots of reports that have overstated ERICY's asia exposure. my understanding is that it's about 20% of revenues and 17% of that is in infrastructure, which has not been impacted by the current crisis (for example, ERICY recently landed a big infrastructure contract with china). the handset sales with VLSI chips are in europe.

To: Joseph E. Caiazzo who wrote (2876)	1/30/1998 2:06:00 PM
From: Maui Jim	Read Replies (1) \| Respond to of 6565

Joe, Hey, I'm just trying to make the board lively! If we always agree with each other, it get's boring. BTW, Korea could be more of a factor for VLSI later in the year, and in 99, as CDMA is building out big over there, and VLSI will be/is targeting the Korean handset manufs. for their new CDMA chips. Hopefully they'll have lot's of IMF money to spend and things will have stabilized by that time. Regards, Jim

To: Joseph E. Caiazzo who wrote (2876)	2/1/1998 5:21:00 PM
From: Maui Jim	Respond to of 6565

Joe, I understand your concern about SE Asia. This was the core of the argument which sold down VLSI shares since October - That poor Asian wireless sales would hurt GSM chip shipments in 98. Even though VLSI itself only sold 5% into non-Japan Asia, their largest customer was much more heavily reliant on these countries and thus VLSI would suffer. Well, that customer just released their report last week, you can read it and decide for yourself how much impact Asia is really going to have for VLSI: techweb.com