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

To: orkrious who wrote (3186)	3/18/1998 1:35:00 PM
From: Joseph E. Caiazzo	Respond to of 6565

Jay: I had heard the rumor about TI being a second source around mid-January, but by itself the info wasn't surprising or important. Most OEM's want a second source available to provide chips and there is a lag between when the specs are sent to the foundry and when chips are actually produced. I don't know the status of the Eric.-TI relationship, whether TI passed the test by producing quality samples and don't know if there is a contract to produce chips. Perhaps someone else can enlighten us about this. I was a raging bull and in fact bought shares right up to the "inventory correction" announcement. Now, I've put the two facts together and I'm concerned. It might be that in truth there was a mere inventory correction from Eric., or it might be worse. My point is we won't really know the extent of the damage until we get another announcement from vlsi (who might not know the whole story themselves at this point, or if they do know they might not be in a position to release it) or we see the 1st and 2nd Q numbers together to discern a pattern. These results won't be out until mid-July and by then the stock will have traded all over the place. So essentially the point of my prior post was that today's investor has to discount for uncertainty. JEC