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Technology Stocks : Vitesse Semiconductor
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To: Duane L. Olson who wrote (788)8/5/1997 6:03:00 PM
From: SI-Shark   of 4710
 
Duane, As apps. move into the 20Ghz range technologies like InP start to look like the best answer if cost is not a factor. So if your looking at VTSS as a niche player than you need to bet on companies with the best technology for that point in time. In non-technology driven markets competition will insure that gross margins remain in the range 40 to 70%. Naturally, there are exceptions like INTC where they dominate a volume market but I don't see the IP within VTSS that makes me believe that VTSS is the next CSCO or INTC.

Si-Shark





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