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

To: Taby who wrote (5056)	1/20/1999 8:41:00 PM
From: orkrious	Read Replies (2) \| Respond to of 6565

I just finished listening to the conference call. Last qtr at this time, I was aghast and mortified. This qtr. I was reasonably impressed. Last qtr, Stein was unprepared. Not true this time. Unfortunately, margin calls made me sell 25% of my position at a large loss in October. Now, if I hadn't seen how Stein had done such a lousy job three months ago, I would be buying more. Instead, I will wait and get out when business is booming. Normally, after a conference call like this and the entire industry picking up, I would expect a big pop tomorrow. Instead, I expect a small pop. Stein has burned all of the analysts big time, and he's going to have to show a few quarters of improvement before we get much institutional support. Jay