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

To: orkrious who wrote (4147)	8/21/1998 4:22:00 PM
From: DanZ	Respond to of 6565

Jay, You are correct if one had held after the merger announcement but my finger was already on the sell button. Too many things that can go wrong as you noted, not to mention that the deal can be called off entirely. I owned Scopus in February when Siebel bought them and I sold at the open when the deal was announced. I definitely would have done the same thing here no questions asked. This is all water under the bridge now though. Joseph already has my name and address and I support his efforts. Stein needs to go. The market obviously does not respect him because the stock tanked through major support when the departure of Beyer leaked. BTW, I decided to hold the stock that I bought today at 11 7/8 because I was encouraged by the way it closed and the rally in the broader market in the final few minutes. The S&P futures moved to a decent premium after the close. Hopefully that momentum will carry over to Monday. Have a nice weekend. Dan

To: orkrious who wrote (4147)	8/21/1998 4:48:00 PM
From: Kevin Hay	Read Replies (3) \| Respond to of 6565

How people think Stein leaving is going to help vlsi is completely bewildering to me. By itself, this would be a disaster. Of course, with the right replacement it could be good, but I haven't heard one name suggested, and I doubt anyone is available in this tight market, except maybe Gil Amelio...(laughs). 'Al Stein ousted by shareholder lawsuit' is that the headline you folks want to see? Maybe if you're short. What's funny to me is how bullish this thread was recently at 18-20 and how bearish it's become at 12.., and what's changed? Have we lost contracts? Is there a trend away from wireless? Has the world had it's fill of chips? Look back at the last conf call and you'll see plenty of things to be optimistic about. If vlsi was a buy at 18 it is a red hot screaming buy right now. later.., -Kevin PS. anyone surprised at 12, wasn't around in '96