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Technology Stocks : Vitesse Semiconductor

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To: pat mudge who wrote (3950)	4/16/2001 4:23:08 PM
From: Duane L. Olson	Read Replies (1) of 4710

Pat... Tom would know better, but just mho, I don't think JP Morgan would have downgraded on the 12th if they thought VTSS would hit their( reduced) numbers.... I'm looking for nothing better than $.08, and possibly not much better than breakeven for next quarter (Analysts have the quarters at about $.10 and $.08). Also imho, I don't think the valuation on VTSS for the next couple of quarters id going to have much to do with earnings. I'm looking for the VTSS recover to get underway by about July, looking at prospective earnings to start improving six months after that. I'm fastening my seat belt, and looking to buy more VTSS when opportunities present. How about you? dlo

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