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Technology Stocks : Vitesse Semiconductor
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To: Dan Spillane who wrote (541)4/10/1997 8:16:00 PM
From: Zoran   of 4710
 
Dan,

I'm sorry but I didn't get your wit.
Do you think that retail sales will be low tomorrow or do you refer to VTSS short position. The latter is negligable (only 0.88 million).
What bothers me in the short release from VTSS is that their income grew 17% if you take only income from operation into account. Investments can become risky these days and maybe next quarter instead of other income we could see other loss. Income from operations is only 15 cents. How are they going to make those 22 cents? I have always been bearish on GaAs technology. It will never be a mainstream technology. Big semiconductor companies can take 90% of VTSS market away if they find it big enough to justify putting a few millions into RF Si technology. But from the fundamantals there is nothing that can prevent Si to take over.

I wish you luck tomorrow,
Zoran

P.S.: I hope short sellers are not going to get you tomorrow. My largest one time loss was caused by short sellers of CUBE so I understand that pain.
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