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Technology Stocks : Vitesse Semiconductor
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To: Wizard who wrote (2137)1/7/1999 7:53:00 PM
From: Bulldozer   of 4710
 
Wizard - all I can say is the report and call were very very good. Where do you start? Btb - close to 1.2, ATE - surprisingly strong and getting stronger (look at AMAT, KLAC etc. recently), Comm revs up close to 80% yoy and again in double digits sequencially, many design wins and increasing penetration with LU through VTEK.

Col springs looks like a great ramp and margins are going higher. Another great qtr.

Bulldozer
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