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Technology Stocks : Vitesse Semiconductor

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To: gda who wrote (1245)	3/2/1998 7:45:00 PM
From: slob	of 4710

gda: What valuation methods do you use? It seems to me, from reading your posts, that you believe the winner will be the biggest heaviest semi company. Now I have nothing against this valuation "yard stick" but it's not applicable to all companies. IBM, DEC and TXN are good examples of this concept failing. Personally I'm sick of hearing how much profit these big semi companies will generate ONCE they get all the capacity they need. Do the math on it some time and you will find that the equations only work out positive if nobody else joins in the race, otherwise you find that 2 years later everyone has double capacity and prices have halved. Slob

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