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

To: Kevin Hay who wrote (3006)	2/25/1998 5:48:00 PM
From: Tech Investor	Read Replies (1) \| Respond to of 6565

you are nuts :) I dont short anything in the middle of the trading range. VLSI's trading range is 22 - 25 1/2, I think you entered too early.

To: Kevin Hay who wrote (3006)	2/25/1998 8:11:00 PM
From: Charlie Stone	Read Replies (1) \| Respond to of 6565

KH aka Nutty: I too am worried about earnings warning season which should start in the first or second week of March. I am particularly concerned this time about the possibility that the Asian flu will be having its full impact on earnings. As a result I may sell 1/2 my VLSI and maybe some other things so as to raise cash as we roll into April and can pick up some non-warners at lower prices. Comments?

To: Kevin Hay who wrote (3006)	2/26/1998 8:34:00 PM
From: Xpiderman	Read Replies (1) \| Respond to of 6565

Kevin Hay, You are no nuts, :-) VLSI said it expects revenues and earnings for the quarter, ending March 27, will be lower than the fourth quarter($0.45), and the year-ago first quarter ($0.19). while analysts had expected the company to report earnings of $0.32 a share for the first quarter, according to First Call. Even $0.19 is significantly below analysts' current expectations. In today's markert, shorts made more money than Longs. Tech Investor, would you short VLSI now? Still think VLSI will test $19 and hold? Thanks Xy

To: Kevin Hay who wrote (3006)	2/27/1998 7:53:00 AM
From: Linda Kaplan	Read Replies (2) \| Respond to of 6565

Kevin, You're something of a genius. Why didn't you tell us you sold while the market was still open? VLSI has mugged us. I won't get that AIM sell now. I'm morose. HOW DID YOU DO IT? Did you know about the press release in advance? If not, what clues did you have? Linda