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

To: Clarksterh who wrote (3610)	6/16/1998 11:59:00 PM
From: DanZ	Respond to of 6565

Clark, While I agree with the reasons that you gave for the revenue decline at VLSI, I think the stock has been driven down in sympathy with other stocks in the SOX. VLSI should be trading at a much higher multiple than 1.3 x book and 1 x sales, especially when one compares the company's valuation to other companies in the SOX. It stands to reason that VLSI will recover with the SOX even though the reasons for the recovery do not directly affect them. In other words, if VLSI went down in sympathy with the SOX, then it should go up in sympathy with the SOX as well. Dan

To: Clarksterh who wrote (3610)	6/17/1998 5:27:00 AM
From: Doug	Respond to of 6565

Anyone: Does any one know the average time between shipment of chipset samples to receipt of meaningful orders.? Thanks.