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Technology Stocks : Vitesse Semiconductor

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To: Beltropolis Boy who wrote (2761)7/22/1999 4:19:00 PM
From: Chuzzlewit  Read Replies (1) of 4710
 
Chris, I believe that Vitesse had additional capacity come on-line recently. They may simply be ramping up production and filling orders rapidly. One of the problems with DSO analysis is that if sales are rapidly increasing, or the quarter is excessively back-end loaded (as would be the case with more production suddenly coming on-line) this is exactly what you'd expect.

I don't see how the LU transition could cause this.

TTFN,
CTC
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