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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 (4062)	8/5/1998 5:49:00 PM
From: Esvida	Read Replies (1) \| Respond to of 6565

Jim at al, Assuming everything is true. $28/s offered. Al Stein wanted $40/s and $30M separation package for himself. It's hard for me to accuse him for being selfish. I would have no problem doing so had he made demand for his separation only. Of course, I am in no way pleased about the late disclosure about Beyer's departure. Given the chaotic nature of this situation, I would speculate that it might have been a failed power play by Beyer. As many on this thread, I have a lot of confidence in Beyer and feel that it is very unfortunate, big and untimely loss for the company. But, I also have a lot of confidence in Al Stein. He has not been given enough credit for leading VLSI through the transition away from PC business. Please don't forget that Al was still first in command when Beyer was around even though he took a step back into the background to give Beyer a lot of maneuvering ground. Without Al's leadership, VLSI would not have had Beyer's service. Ask yourself how many pc chipset companies have been killed by Intel and how many is doing as well as VLSI. About LSI merger, why not? It's almost a Wall Street-made match. The stock holders like myself would make out tremendously. The only people who might have paid deer prices are the VLSI employees. Imagine the degree of duplication and the costs which could be trimmed by merging the two companies. At $28/s I don't see why Al is not trying to take it private. If everything was true as we know now, perhaps Al has more faith and confidence in the company. (I still think that the company should find a partner, though. Maybe one who would not make so many cuts at VLSI.) -AlLe

To: Maui Jim who wrote (4062)	8/5/1998 8:20:00 PM
From: Kevin Hay	Respond to of 6565

re: <<What's left is to piece together why the deal fell apart, we have not heard the entire story.>> We definitely have not heard the entire story. And the risk now lies in what will happen next, thus price=13. My interest in the whole discussion is if I want to get more now or maybe hold out for 12 or 11. If I believed the devious theories about a little hitler ceo that nixed the wonder kid for trying to do something good for most shareholders I wouldn't buy more now. I'm still on the fence, but I know they still have their main communications guy: Thierry Laurent vlsi.com If everyone's being tight lipped it is likely due to iron-clad non disclosure agreements. If a new 'leak' or 'rumour' comes out I'll be very suspicious of its source, as I am of the LSI-VLSI connection...,course that's not saying it can't happen and that it won't move the stock. I'm leaning toward expecting some good news before more bad news. Volume was more reasonable today..., +/- macro news I'll probably be adding tomorrow, especially if I can get 12.5. just for fun, from: vlsi.com 10/14/96 =-=-=-=== "In the month since joining VLSI, I have become ever more excited about the company. From my previous experience in the communications industry, it appears to me that VLSI is superbly positioned in the rapidly growing GSM and DECT markets," said Richard M. Beyer, newly appointed president and chief operating officer, VLSI Technology, Inc. =-=-=== later.., -Kevin

To: Maui Jim who wrote (4062)	8/5/1998 11:33:00 PM
From: Clarksterh	Read Replies (1) \| Respond to of 6565

Jim - Huh? However, it does no good now to explain why you doubt LSI would have made an offer. It happened, people talk, period. What does this mean? You think the LSI deal happened? Based on the word of an anonymous poster on Yahoo and Beyer's 'no comment' to the SJMN? I wouldn't rule out that such a deal did happen, but I certainly wouldn't take the above as conclusive evidence. If you have something else let me know. Clark PS The original reason I responded to Dan, was not to debate this particular subject, but to try to dissuade people from a frivolous suit. If the guy is incompetent, lets vote him out. Suing the company just takes our money and puts it in the wallet of the lawyers. And over such a transient matter.