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Technology Stocks : Vitesse Semiconductor
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To: SJS who wrote (2700)7/13/1999 12:46:00 AM
From: The Ox  Read Replies (1) of 4710
 
Hi Steve,
Yeah, I've still got PFE. I'm thinking about adding AMGN to the port in the future.

As to VTSS, quarterly income before taxes increased 66% year over year and 9.88% sequentially. That's pretty substantial in my book and IMO justifies the current PE.

chris makes a good point about the rise in A/R but I haven't listened to the CC yet. I wouldn't mind a buying opportunity, that's for sure.

Tomorrow should be interesting....
Michael
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