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Technology Stocks : Vitesse Semiconductor
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To: shannon who wrote (515)3/31/1997 10:34:00 PM
From: Dan Spillane   of 4710
 
The fundamentals here are really strong. Also the VTSS book-to-bill is reportedly strong, though I don't have direct access to that info. Earnings could be strong...but more importantly I suspect the company will also comment on the positive future outlook for high-speed communications across several sectors and subsectors.

Not long until earnings, and I think the current stock price is fair.

Dan
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