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

To: OldAIMGuy who wrote (5846)3/19/1999 10:46:00 AM
From: lifeisgood  Read Replies (2) | Respond to of 6565
 
Tom,

Thanks for the informative post. I've been following VLSI for some time too and agree that it has long been undervalued.

I too bought DIGI at the time it was barely trading above book (I believe it got close to 13.5 or so). It too turned out to be a great investment. Finding companies who consistently turn profits and trade at or below book (e.g., digi,vlsi) is indeed a profitable enterprise. The tough part is putting my hard-earned money on the table when everyone else is bailing out. Good DD helps and so does talking to knowledgable others (e.g., vlsi thread).

LIG



To: OldAIMGuy who wrote (5846)3/19/1999 11:01:00 AM
From: Linda Kaplan  Respond to of 6565
 
Super post, Tom. Thanks. --Linda



To: OldAIMGuy who wrote (5846)3/19/1999 11:04:00 AM
From: Mark Brophy  Read Replies (1) | Respond to of 6565
 
The IPO was overpriced.

So are most others. Anybody who regularly buys IPOs and holds them for 16 years is a fool. Even if we assume that VLSI is worth 39, you would've only tripled your money in 16 years. You would've done better with T-bills. Paying 4x BV is too much for most companies.

The performance of VLSI is pretty good. Most of the other 1983 IPOs are bankrupt or were bought out at a loss.


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