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: ricky who wrote (4085)	8/7/1998 8:30:00 AM
From: Willsgarden	Respond to of 6565

I'm new to vlsi, and expected them to recover with the rest of the chip makers. was i wrong, was this reportin line with expectations? sec.yahoo.com Bill

To: ricky who wrote (4085)	8/7/1998 10:44:00 AM
From: zbyslaw owczarczyk	Respond to of 6565

Ricky, in which segment of the market ( telecom, networking, computing or consumer electronics) you think VLSI may be losing to IBM.The first is growing the others ? Regards Zbyslaw

To: ricky who wrote (4085)	8/7/1998 8:26:00 PM
From: GS_Wall Street	Read Replies (1) \| Respond to of 6565

As I stated along time ago, I have used product from most semiconductor suppliers, Mainly Motorola, but on a limited basis, IBM, VLSI, LSI, Symbios, etc, etc. The reasons for selecting each supplier was different. The main reason per and simple was IP. When I did not have it in house, I found it elsewhere VLSI and LSI. When I developed the product in house I used Motorola or IBM as sutto Founderies, meaning they participated in the design ie layout and simulations. So I this point I do not see IBM or Motorola as direct competitors to VLSI or LSI they each provide different advantages. The Semiconductor market is large enough for more than one supplier to excell. Even small niche companies can be competitive Broadcom for example has IP in it QAM core which is hot right now for cable modems and digital set top boxes. You combine Broadcomm frontend with VLSI's Vista product and you could own the market. IBM would be 2-3 three years behind in terms of IP. Good Luck to All.