Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: OldAIMGuy who wrote (5277)	2/26/1999 3:02:00 PM
From: Maui Jim	Read Replies (3) \| Respond to of 6565

Hi Tom, "I've never asked him what other stocks he likes! Maybe I should!" VLSI is my largest position, ~11,000 shares, March, April, July Calls (~200 contracts total), and short a few Puts. My second largest position is Logic Devices, LOGC, a small specialized fabless IC manufacturer with a pretty compelling story. The main product focus is digital video processing chips for HDTV head-end and HDTV camera equipment. It's kind of like a miniature VLSI situation right now, in terms of valuation, IP, and product market, and hasn't yet shown up on the radar screens. Jim