23, 2001: Due to the recent buyout offer from VSH for the
remaining shares of SILI we suggest that potential investors look
hard at VSH before considering SILI as an individual investment.
Although we do not think the Semiconductor Industry will be resuming
actual growth for perhaps as much as another 6 months we do think
that the risk to reward on many low P/E stocks in this group make
it well worth the time to investigate potential investments.
Bull Sector has been conducting extensive due diligence on Semiconductor
Sector Stocks and especially those that have exhibited high profitability
with low floats in the past. One such company is Siliconix Incorporated.
Although the company will no doubt report profits lower than we
might hope for during the next couple of quarters we have bought
shares today. You will find Siliconix listed at the Bull Sector
on the Semiconductor
Components List and the Technology,
Hardware List. Soon you will find it on a Low Float List that
we are working on as well. Low Float stock can be extremely volatile
so it is important to keep this in mind when investing in such
that the stock will be continue to climb the wall of worry that
currently surrounds the market as investors continue to look beyond
the probability of a protracted downturn in the economy to an
economic recovery which should begin by this summer. SILI currently
has a P/E of only 8.53 and although that number is going to rise
as profits fall and the stock price recovers we bought today based
on our belief that the FED will continue to accommodate us with
further rate cuts as needed. Siliconix produces products that
are used in a wide variety of industries and sectors that will
benefit from an impending recovery.
Incorporated designs, markets, and manufactures power and analog
semiconductor products. The Company focuses on technologies and
products for the communications, computer, and automotive markets.
Additionally, many of the Company's products are also used in
instrumentation and industrial applications. All of the analog
and power products produced by Siliconix can be divided into two
general classes: discrete devices and integrated circuits. More
from Market Guide: Expanded Business Description
Incorporated develops, produces and markets power and analog semiconductor
components for the computer, data storage, communications, and
automotive markets. For the nine months ended 10/1/00, net sales
rose 32% to $361.5 million. Net income totaled $83.9 million,
up from $41.8 million. Revenues reflect strong demand for Power
MOSFET and Signal Processing products. Net income reflects improved
manufacturing efficiencies and increased interest income.
we believe that SILI is well positioned to benefit from a recovering
economy in the second half of the year and that demand will once
again rise for its products from a widespread demand for its products.
Strange coincidence that both NQCI.OB,
up 26% today at the ask and SILI have the same number of shares
in the float but we'll take that as a good sign.
Fax: (408) 567-8950
Email: [email protected]
Swapan Banerjee, 408/970-5581
or Wall Street Communications Bob Decker,
415/409-0233 (Agency Contact)
in stock market can be extremely risky. The authors of this site
are not connected with the financial industry and nothing here
should be construed as giving financial advice. While the authors
of this site have not be compensated in any form for the due diligence
provided here we do own 260,000 shares of NQCI.OB purchased on
the open market at an average cost of 16 cents per share.. Any
or all of these shares may be sold at any time without warning.
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