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Technology Stocks : Vitesse Semiconductor
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To: Tom Lynch who wrote (513)3/28/1997 12:14:00 PM
From: Dan Spillane   of 4710
 
That information seems consistent with what I know. Of the three, doesn't VTSS have the highest percentage of digital and mixed chips?

I think VTSS could be a big big player in the long term as far as satellite communications go...and of course Gigabit networking which nicely includes both ATM and Gig Ether.

Not bad, a company which stands to win due to several major trends (Gigabit, ATM, Satellite). Also, what about HDTV?

You said:
"Dan,TQNT and ANAD are more involved in the PCS and Cellular phone business they both make digital,analog and mixed signal chips all three companys dominate there very fast growing niche in GA fab all 3 co's have very high book to bill."

Dan
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