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

To: Dawgfool who wrote (4808)	11/6/1998 11:33:00 AM
From: otter	Read Replies (1) \| Respond to of 6565

It's a part of my perfect strategy of buying high and selling low! (This gallows humor really sucks, doesn't it?)

To: Dawgfool who wrote (4808)	11/6/1998 1:24:00 PM
From: otter	Read Replies (3) \| Respond to of 6565

Dawg, posters, lurkers... enough gallows humor. The reason VLSI was punished hard this last year is reflected in the numbers: Declining gross sales, low margin, and the other metrics that dervice from these key numbers. If, however, in my very very humble opinion, sales and or margin can be reversed even modestly, this stock can have a nice kick simply because most of the other numbers are in fact, better than the comparables. For example: VLSI Industry Avg SP500 avg PE: 16 27 30 Price to Cash Flow 3.7 19.2 22 Price to Sales 0.8 5.7 21.9 Price to Book 0.9 6.5 7.4 Debt to Equity 0.3 0.1 1.1 (Yes, I'm being selective with these numbers. Return on Equity, for example is 7.5% compared to 28% for the sector and 21.7 for the SP500) Over time (5 years), EPS has risen @34%. This compares to 43% for the sector, and 19% for the SP500. Ok, so it isn't a barn burner compared to the sector. Compared to industry at large, it's pretty d____ good. So. The the big question is: Can the numbers turn around? Will they turn around? Opinions? Comments??