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

To: DanZ who wrote (3586)	6/13/1998 4:49:00 PM
From: slob	Read Replies (3) \| Respond to of 6565

Dan and Tom, Nice to see you guys fishing here it gives me some confidence. I'm still sitting on the sidelines with VLSI. I can see a very positive future but it might not start until Oct/Nov. What mainly concerns me is : 1) INTC will miss earnings and than we'll all go down together 2) SAW announced that they expect Q3 to be very soft Any comments Slob

To: DanZ who wrote (3586)	6/14/1998 12:16:00 AM
From: Spartex	Read Replies (2) \| Respond to of 6565

Tom: A very intersting write-up in Barron's this week by Eric Savitz, on page 61 titled "Is Silicon Valley Ready To Cash in Its Chips?". One quote by John Marren, a technology investment banker with Morgan Stanley says, "the vulnerable companies...are those caught in the middle--those with less than $2 billion a year in revenues that rely on their own production facilities." While Marren won't name names - some of the companies in this group are his clients - amoung those that fit his definition are LSI Logic, VLSI Technologies, Atmel, AMD, Integrated Device Technology and Cypress Semiconductor. Marren thinks the top-tier companies (e.g. TXN, INTC, IBM, LU, NEC) will be ready buyers, seeking to build up their intellectual property base as the industry increasingly focuses on creating "systems on a chip", devices that integrate multiple functions. So when does the mating dance begin? "It's hard to predict exactly when this is going to start," Marren says, "but when it does, its's going to touch off a chain reaction". ;) Regards, Quadk