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Technology Stocks : Vitesse Semiconductor
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To: Bill Hardison who wrote (3456)4/18/2000 11:56:00 PM
From: wildhart  Read Replies (1) of 4710
 
I am long on VTSS but in answer to your question of "where else can you find a company with this kind of margin that reliably grows earnings and revenue by 50% or more a year?" So I thought I would answer that question for you. One word - CREE. Smaller company but better growth and net margins and less competition. Hans Mosesmann from Prudential, who thinks that the analyst from CS is a dweeb and who is hot on VTSS, is also hot on CREE.
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