>I started with the SI thread beginning in January, 1999 (the post number in the two thousands is noted below). BTW, it is surprsingly difficult to read older posts on SI -- I ended up having to use the "classic" site.
Also of note -- I found nothing on the LU, AMCC or VTSS sites, or in accumulated wire reports or financials, about what you call "Lucent pulling the plug" [on Vitesse]. If you have an actual source for this, I'd appreciate the link.<
i hate to break this to you, Pasha, because while i certainly commend your stamina for slogging through 938 posts (i hope you're at work or on a cable modem), what we have here is a failure to communicate. <vbg>
re: "pulling the plug," Tech Bull was referring to Lucent's transition of manufacturing out to contract manufacturers in the March quarter, NOT Lucent dropping GaAs. simply put, over the past two quarters, VTSS had zero revenue growth from LU, their largest customer, as the latter drew down their internal inventory.
however, that transition is now complete and inventory levels within LU are down from 13 weeks to around 5. in addition, VTSS also supplies the contract manufacturers, so guess who gets the end product anyway? LU.
for what it's worth, one analyst, who will remain unnamed, estimates that sales to LU will resume sustainable sequential growth of 12% in the current quarter, primarily due to LU's Wavestar (WDM).
hope this helps,
-chris. |
