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Technology Stocks : Vitesse Semiconductor

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To: Beltropolis Boy who wrote (2761)7/22/1999 3:36:00 PM
From: Bulldozer  Read Replies (2) of 4710
 
yes Chris - I attribute most of the slightly changing balance sheet metrics to LU. Of course, it can also be a temporary quarterly blip. I really don't concern myself with those things (although they do bear watching).

Vitesse will be fine, however they will increasingly come under attack from CMOS and SiGe (and even other technologies I've read about recently). I believe they will continue to be one of the finest Comm IC companies on the planet, but they may have to continue fighting the GaAs sceptics along the way.

BD
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