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Technology Stocks : Vitesse Semiconductor
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To: yoda_3355 who wrote (3452)4/18/2000 5:16:00 PM
From: Bill Hardison  Read Replies (2) of 4710
 
You took better notes at on the CC than I did. I sure thought it was a good one though, and for Credit Suise to downgrade VTSS based on flat test equipment sales told me that he just didn't get it. What VTSS is doing is grabbing more and more of the Telecom and Datacom food chain.

Where else can you find a company with this kind of margins that reliably grows earnings and revenue by 50% or more a year.

To take a company that made specialized chips out of a substance no one wanted to bother with and diversify into CMOS, Silicon Germanium and Indium Phosphate shows management knows more than how to put a chip together. These guys have their hands around where the Telecom and Datacom markets are going.
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