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Technology Stocks : Vitesse Semiconductor

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To: DragonBoy who wrote (659)	5/30/1997 12:08:00 AM
From: Rex Dwyer	of 4710

Hey DragonBoy, I was just about to post a message to YOU on the TQNT! Mind reader? I was told by a buyer today that lead times on TQNT parts dropped to 8 to 12 weeks, down from 24 weeks. Does this sound like they are 100% booked? I don't think so. Where is the Qualcomm order? I looked at standard parts offerings and it seems that ANAD has a great line of RF power amps, which, I believe is the true GaAs application that can't be rivaled by Silicon. I don't believe the low noise is needed by PCS/Cellular and paging; efficient power amps are. I don't want this to turn into a TQNT short thread, but we may be on to something. I thought of you because of your observations at: techstocks.com Hiring freeze... not too busy... Hmmm Yes I shorted it again. I can short more if it takes off into the high $40s. Rex PS, Si-Shark, are the fabs still all booked?

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