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Technology Stocks : Vitesse Semiconductor

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To: BWAC who wrote (4078)2/22/2002 6:16:06 PM
From: The Ox  Read Replies (1) of 4710
 
Hi BWAC,
Thanks for the data, I posted the link from the VTSS website where they had "condensed" the information. When I look at the information in your post I still don't like the $500 million plus in "good will" on the books. Also, if break even revenue run rate is $70 million per quarter, they've got a long way to go to catch up to this level, especially with their market being "soft", to put it mildly.

Keep in mind I'm not try to scare anyone away from this company but I do think that the realities of the situation should be understood by anyone considering VTSS as an investment or by those who may still have their money in VTSS stock.
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