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Technology Stocks : Vitesse Semiconductor

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To: Marie Meyer who wrote (472)3/6/1997 12:14:00 AM
From: Dan Spillane   of 4710
 
Folks, your comments on digital GaAs(vs. analog) are right on the money--clearly, Vitesse is in a category of its own here; so we'll continue to see:

1) Design wins.
2) Growth curve from high-speed networking technologies.
3) No GaAs poisoning--IF you are careful (smirk).

Others perhaps don't understand Digital vs. Analog GaAs, but until they do we can buy the stock...

Dan
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