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

To: Hashem Akbari who wrote (5066)	1/21/1999 5:27:00 PM
From: Ram Seetharaman	Respond to of 6565

VLSI closed down a bare 1/4 on a down day for all tech stocks on half the average volume. Wall Street is not too thrilled with the earnings of VLSI it seems. Look at SGI - soared today even after reporting a loss. SGI got upgraded today to "accumulate" by Merrill Lynch.

To: Hashem Akbari who wrote (5066)	4/12/1999 11:55:00 AM
From: Hashem Akbari	Read Replies (1) \| Respond to of 6565

This is what I posted on Jan 21. My estimate of EPS! I have no new data to update the estimate. Hashem 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

To: Hashem Akbari who wrote (5066)	4/21/1999 4:01:00 PM
From: Hashem Akbari	Read Replies (2) \| Respond to of 6565

For the records: Hashem's estimate for Q1 was $0.02 to $0.10. The actual came at $0.05. Here is Hashem's estimate for Q2 99. Assumptions: 1. Two RVNU scenarios: 5 and 10% growth 2. GM: 38.5% for 5%, 39% for 10% growth 3. R&D 31.8M (This is good news that VLSI is spending on R&D). 4. M, GSA: $24M 5. Interest income: $1M (realistic!) 6. Tax: 27%. 7. Shares: 50M Results: EPS of $0.08 to $0.12. This analysis is based on the company's public data. I know that B to B is 1.2, but I have only considered 5 to 10% growth for Q2. Also, margins is a big problem; I was expecting a GM of 40% and I was very disappointed with 38.5%. If GM improves to 42% (unlikely), the bottom line can increase by $0.05 to $0.09 and the EPS range will be $0.13 t0 $0.21. If VLSI gives update, I will revise my estimate. Hashem