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

To: Maui Jim who wrote (3512)	6/3/1998 4:04:00 PM
From: Maui Jim	Respond to of 6565

More on Blue Tooth: biz.yahoo.com

To: Maui Jim who wrote (3512)	6/3/1998 4:14:00 PM
From: Joseph E. Caiazzo	Read Replies (1) \| Respond to of 6565

Tom and Jim: The one bit of data that would make me feel optimistic is insider buying. If the co's prospects are so good management would be in there with both feet. I haven't seen any such activity....Nor have I heard of any confirmation of management's expectations that sales orders would begin picking up in the second and third quarter....so I'm waiting for the next ungrammatical but petrifying "pre-announcement"....when the blood is flowing in the streets and the stock is at 10.5, I'll be a happy buyer. But I won't buy above 10.5 until either management starts buying themselves, or they confirm that sales orders have indeed picked up to levels approaching last year's pace. JEC

To: Maui Jim who wrote (3512)	6/3/1998 4:33:00 PM
From: Doug	Read Replies (1) \| Respond to of 6565

J.B: That P/S comparison may not be valid. Unlike VLSI , INTC has a near monopoly. The current P/S and P/B are low but not at absolute low. I believe the P/S has been below 1 (0.67) during 92 to 94. Fortunately the P/B has never been below 1. With a book of $11 we should be safely above that mark. I do believe that the market for communication products is healthy and we should reap the rewards when the Asian cloud lifts. Every cloud blows away in time. I can only recommend one be patient till then.