SI
SI
discoversearch

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: DanZ who wrote (4205)8/30/1998 3:47:00 PM
From: Linda Kaplan  Read Replies (1) | Respond to of 6565
 
Maybe, but it would be amazing to me if the stock didn't triple in the next year no matter what.

Linda



To: DanZ who wrote (4205)8/30/1998 4:27:00 PM
From: Mitchell  Respond to of 6565
 
Are VLSI's declining sales a factor you have compared ? It might be interesting to see if VLSI's - % change in sales of the past quarter is unusually when compared with the other SOX firms you are tracking?

Maybe the closure of the CA fab has cost revenue that won't be coming back ??? Any thoughts about that ?

Good job on the number crunching, I feel very comfortable about this being the bottom. Very little downside at this level. Being so far under book value is really wierd though

mitch




To: DanZ who wrote (4205)9/1/1998 3:22:00 PM
From: Maui Jim  Read Replies (3) | Respond to of 6565
 
Dan,

Re food for thought, the ratios on VLSI are compelling, especially considering that business is in an upswing. The P/S ratio of 0.6 is the lowest ever for VLSI during a profitable period. FYI ISSI has a P/S of 0.4, and LOGC P/S is 0.3, almost hard to believe. Jim


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News