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Technology Stocks : Vitesse Semiconductor
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To: The Ox who wrote (1231)2/25/1998 10:16:00 PM
From: Donald Kirchner   of 4710
 
Michael,

Perceptions can be more important than reality. I don't think that there will be an actively competitive chip from ATML inside of two years. However the prospect of such a chip can change opinions as to future growth projections which is what the current VTSS valuation is based on. It's hard to ignore Nortel actively working on SONET chips in SiGe.

I got into VTSS and GaAs early, now I'm looking for ways to get into SiGe early.

Message 4570

Don
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