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

To: Joseph E. Caiazzo who wrote (3670)	6/22/1998 1:21:00 PM
From: getgo234	Read Replies (3) \| Respond to of 6565

Does VLSI have its own manufacturing facilities ? The rumor reported on CNBC this afternoon that LSI is interested in VLSI is interesting if VLSI does not have manufacturing facilities because LSI with a new facility has excess capacity. Comments appreciated from everyone thanks.

To: Joseph E. Caiazzo who wrote (3670)	6/22/1998 3:13:00 PM
From: Maui Jim	Read Replies (1) \| Respond to of 6565

Joe, IBM announcement has NOTHING to do with competing against VLSI chips. The new chips will be used in the RF front ends vs. baseband processing which VLSI designs and manufs. IBM is a pioneer in SiGe, which is a faster analog/RF process to compete against bipolar (it's faster) and GaAs (it's cheaper). The people who should be worried are the Triquints and Anadigics which are producing GaAs chips, not VLSI. IBM is a competitor though thru the acquisition of Commquest Technologies, which makes CMOS baseband ICs. Jim