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: Hashem Akbari who wrote (4751)10/23/1998 9:24:00 AM
From: esterina  Read Replies (1) | Respond to of 6565
 
Good news on Ericy and Nokia. We should see VLSI move up now



To: Hashem Akbari who wrote (4751)10/27/1998 7:48:00 AM
From: Dawgfool  Read Replies (1) | Respond to of 6565
 
Hashem, I don't know when the layoffs were but: Savings from layoffs don't kick in until 1 or two qtrs after event because of severance and what not. Also 100,000 per person is too high. Probably more like 75 plus or minus 10.



To: Hashem Akbari who wrote (4751)1/21/1999 12:11:00 PM
From: Hashem Akbari  Read Replies (1) | Respond to of 6565
 
For the records:
Hashem's estimate for Q4 was $0.01 to $0.03. The actual came at $0.02.

Here is Hashem's estimate for Q1 99.
Assumptions:
1. Two RVNU scenarios: Flat, 5% growth
2. GM: 38.5% for Flat, 39.5% for 5% growth
3. R&D 30.6M (This is good news that VLSI is spending on R&D).
4. M, GSA: $21.9M
5. Interest income: $1M (conservative!)
6. Tax: 27%.
7. Shares: 47.5M

Results: EPS of $0.02 to $0.10.

This analysis is based on the company's public data. If VLSI gives update, I will revise my estimate.

Hashem