Vitesse Semiconductor Message Board

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Technology Stocks : Vitesse Semiconductor

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To: OldAIMGuy who wrote (703)	7/9/1997 7:12:00 PM
From: Dan Spillane	of 4710

Does anyone worry about the high valuation of Vitesse here? The forward PEGs seem to be darn high given the current estimates I find in Zacks and First Call. Unless, of course, there are whispers of higher earnings... I also worry that the latest generations of silicon-based technology present more of a challenge to GaAs -- i.e., with a newer generations of finer fabs coming online, greater efficiency can come out of standard silicon. Comments? I'm concerned about the risk/reward ratio here. Dan

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