Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Kevin Hay who wrote (4072)	8/6/1998 11:49:00 AM
From: esterina	Respond to of 6565

Good response. It's about time we see some good buying. This stock is so undervalued. Also if IBM's new glass chip process can be bought by anyone through IBIS who license and sells the equipment. Maybe IBIS is the stock to buy. Have been looking at it since it was 8 3/4. Nobody seems to be rushing in as yet.

To: Kevin Hay who wrote (4072)	8/7/1998 8:07:00 AM
From: ricky	Read Replies (3) \| Respond to of 6565

re: <<IBM is taking market share from VLSI and LSI. >> I don't suppose you can give us some specific examples, w/urls? I think IBM's use of fear in its marketing has worked on you. Kevin, I do not have and have never had a position in VLSI stock. I suggested selling VLSI at $20 a few months ago with a target price of $13-14. I stated in that post that IBM was taking market share from VLSI. In most cases a semi stock will not announce a design win from from CISCO, LU etc.. because non disclosure agreements are signed to keep their designs proprietary. There are exceptions to this practice. This info in most cases will not be released. I work in this industry and only wanted to share an opinion. I have no reason to fear IBM semi marketing because I do not own stock in companies like VLSI and LSI. Regards Ricky