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


To: Maui Jim who wrote (5105)1/31/1999 3:36:00 PM
From: OldAIMGuy  Read Replies (1) | Respond to of 6565
 
Hi Jim, LSI, Bigger company, more to discuss. VLSI is still the "little brother" and doesn't get much press by comparison. Which has the capacity to double its sales and book value? Both. Which will happen sooner? That's what makes a horse race!

It's good to hear that there's almost a "capacity crunch" at San Anton. Thanks for the great reporting.

Best regards, Tom



To: Maui Jim who wrote (5105)2/1/1999 4:37:00 PM
From: munsters  Read Replies (1) | Respond to of 6565
 
I think the only thing the market wants to see from these guys are revenues at this point. LSI 's revs were up and the stock did what it did. I would like nothing more to hear from these guys that the wireless business is still up for the quarter. And I'd like to here about the possiblity of two new customers accounting for 10 % each in revenues going foward. If this happens this quarter we MAY get some attention. So, hopefully they can sign those deals NOW. So, we don't get sick any longer.