Vitesse Semiconductor Message Board

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Technology Stocks : Vitesse Semiconductor

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To: Heinz Sauer who wrote (196)	9/12/1996 12:08:00 PM
From: SI-Shark	of 4710

HS I dont have a position in this stock currently. When I do take a position I will be SHORT. No Semi stock should have a price / sales = 14 Calculate what growth rate is required to support this p/s and you will quickly realize that the entire MMIC /RF / WAN / LAN semi market is not that big! Add the factor of competition and the margin pressure that this will bring and you could be talking about a p/s = 2 to 4 this values the stock at $10 on the high side. If a little red ink starts to flow then p/s could go as low as 0.8 for a price = $2.50 So when the momentum changes on this puppy I'll be SHORT and laughing all the way to the bank! SI-Shark

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