SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Vitesse Semiconductor
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Robert Schwartz who wrote (389)1/9/1997 8:49:00 PM
From: Donald Kirchner   of 4710
 
Notes from the conference call:

Revenue breakdown:

Telecom (SONET) 49% BTB 1.3
Datacom (Fibre Ch.) 21% " 1.22
ATE 23% " 1.11

9% increase in wafer starts
14% production increase (wafer starts + yield improvement)

Expect 10% increase in wafer starts this quarter.

Large increase in SONET sales to Japan, sales are now 70% domestic
and 30% foreign.

Colorado facility is now pouring concrete. Expect equipment to start
moving in summer of 97, qualification wafer runs to start summer 98.

Now sampling gigabit ethernet tranceivers, do not expect production
quantities for one year.

Large number of smaller Fibre Channel customers. One large disk drive
manufacturer is 25% of FC sales. (They are specifically not naming
customers, but his one is obviously Seagate.) Another disk drive
maker that was expected to start volume production has not yet
placed production orders.

Approximately 65% of sales are standard product and 35% ASIC.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News