TO ALL VTSS INVESTORS:
I have owned VTSS three times in the last 2 years, most recently buying at 27 and 22, and I am still holding. In Barron's this weekend, some very prominent tech investors, Wick, Macnamee, and another guy, are touting gcti and a couple of other network semi conductor stocks. I reviewed the fundamentals of those companies vs. VTSS and it is no contest. VTSS has higher growth rates, better roe,is having very predictable growth rates, is selling at about the same ps ratio, etc, etc. What I want to know is what am I missing that they would look away from VTSS to these other networking chip stocks. I assume it must be the technology, or a direction that is expected to occur that will swing away from VTSS. OR, these experts are flat wrong.
Can someone please help who undestands the technology, and is familiar with the competition?
Gene |
