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Technology Stocks : Vitesse Semiconductor

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To: NO Bull who wrote (888)	9/15/1997 11:53:00 PM
From: Duane L. Olson	of 4710

Damn, NB, can't believe you're still hanging in with a short position. You've got stamina. Is it the PE of 63 that has you convinced that VTSS is overvalued? If you knew pretty certainly that VTSS was going to go from current $150 Mil annual sales to over half a billion within three years, would you change your view? Or if you knew for certain that those increased sales would come with more than a doubling of profit margins,....then? Well, of course, no one knows what VTSS' sales or profit margins will be next WEEK, let alone three years from now. But there are some pretty smart folks that think VTSS has a lock on the lead in the GaAs chip derby, with everything they can produce sold out five months in advance.. Well, having said that...you could well be right -- VTSS looks just a little lofty right now. But wouldn't you agree the long term (ignoring the stock price) looks pretty strong? Just thinking , (and holding VTSS) NB. dlo

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