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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 (5238)	2/24/1999 3:19:00 PM
From: kash johal	Respond to of 6565

Dawgfool, I bought a few days ago at 9 7/8 a few days ago. I am in the ASIC business and the stock is beaten way too low. They would be a great buy/merger candidate for any number of folks: LSI would be best but there are major presonality conflicts. I see somebody who values their SOC and wireless expertise. Folks like IBM,Lucent,TI,SGS,Motorola are a few that come to mind in terms of a buy out. They could also be a great acquisition for a wafer foundry like a UMC/TSMC/Chartered. I think we will see $13-15 soon in the next 6 months and anybuyout would have to be in the $25-30 range IMHO, I also think the 3COM deal could be a major driver for growth later this year. Anyway, good luck to everybody. Kash

To: Dawgfool who wrote (5238)	2/24/1999 3:32:00 PM
From: otter	Respond to of 6565

In fact, when I first read the document, In my mind's eye, I lumped them together. I had to reread it to see that there were four and not three items. #3. "Acquisitions or majority buyouts of established businesses". #4. "Build-ups and consolidations in fragmented industries". Certainly #3 has a crystal clear definition. If I understand #4 corrctly, it isn't a whole lot different. Perhaps the difference is one represents buyouts and the other represents mergers. Both imply a transfer of ownership (again, if i'm interpreting correctly). On the other hand, it is certainly possible that we are (by design or not) reading more into this than we might. Its possible that they have taken a position in a company with only the idea that the stock price will in fact appreciate well above its current levels without doing anything. Now, I really know nothing about the firm; and perhaps there are some out there who do know the company and its track record..... anybody??