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Technology Stocks : Vitesse Semiconductor
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To: zamboz who wrote (700)7/7/1997 10:31:00 PM
From: Duane L. Olson   of 4710
 
OK, Rick, I'll go along for that ride. Had seen that VTSS margins were already climbing (if I come across the report again, I will post), and if the industry becomes capacity constrained, I think we could look for further improvement. We had a guy over on the LSI thread, Shane Forbes, who did a decent analysis of how moderate growth can equate to very large earnings growth. And VTSS seems to have no trouble selling what they produce.
What's the story on new products? I saw something about Fiberchannel as a user of VTSS chips, but am unfamiliar (out of touch)
Comments welcome. Cheers!
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