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Technology Stocks : Vitesse Semiconductor
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To: Trader Dave who wrote (2696)7/22/1999 11:31:00 AM
From: Beltropolis Boy  Read Replies (2) of 4710
 
>another typical vtss quarter. let's see what they say about the contract manufacturer situation.<

TD, BD, et al.

granted, the street is myopic and overly focuses on the here and now, but donning my sorta rose-colored glasses for a moment, couldn't one make a legit argument that LU's third-party outsourcing is a result of their nervousness over capacity constraints? so, long-term, this could actually benefit vitesse? and go a long way toward reducing the weight of the 20% revenue gorilla on their back?

do you attribute DSOs nudging to 71 from 64, days inventory creeping up to 74 from 70, and receivables spiking 35% all part of the LU transition?

thanks,
-chris.
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