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Strategies & Market Trends : Technical analysis for shorts & longs
SPY 689.52-0.3%Jan 7 4:00 PM EST
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To: Johnny Canuck who wrote (17042)7/9/1998 10:47:00 PM
From: Suresh  Read Replies (1) of 69561
 
Hi Harry,


VTSS earnings tommorrow. The conference call number is
1-800-475-6701 , #396659. Let me know what they say if
you listen. They should give some clue to the health
of the wireless and landline telecommunications market,
cable infrastructure and networking.


Overall booking is very good for VTSS. Their datacomm business seems to be growing more than telecom. Split in revenue for the current quarter;



           Current Quarter (Rev 46m)   Next Quarter booking (58m)

Telcom            47%                        46%
Datacomm          28%                        30%
Test & Mea        25%                        24%



Some Notes:

1) CSCO, SUNW, SEG were major customers in datacomm segment
2) LU (20%), ERICY major customers in telecom segment. Most of the demand is because of WDM's.
3) There were some push in's in the current quarter
4) 6 month rolling backlog remains at 93 mil.. no changes
5) As usual they trashed SiGe .... it is looking good only (and staying) in simulation for the last 2 years.
6) Bookings heavily relay on LU. They come in lumps. I lost my last CC notes so I am at a loss to compare the booking Vs. shipped trends.
7) They are going to aggressively participate in the low cost needs of cable infrastructure.

Later,

Suresh
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