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

To: Vic Breck who wrote (3539)	6/4/1998 10:26:00 PM
From: Trey McAtee	Read Replies (2) \| Respond to of 6565

vic-- it should effect us positively, since it is an indication that VLSI (or at least its customers<G>) are taking business from MOT (MOT can move phones, it doesnt sell chips). but...thats the rational view.i think it will be interpretted as a problem in the overall semi market (for example of this, intel is seeing pressure on the low end. that should have positively affected AMD. it didnt. of course NSMs guidance helped, though AMD doesnt really have NSMs problems)and we will sell of about a point. MOT stayed in DRAM too long and didnt get into digital phone chipsets soone enough. its a management problem, not an industry problem. good luck to all, trey