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Technology Stocks : Vitesse Semiconductor
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To: JK who wrote (4154)8/16/2002 5:34:07 PM
From: Allen Furlan  Read Replies (1) of 4710
 
Hi JK. Noticed that you are with VA. Many many moons ago I worked on Project Management Task Force when the medical IR types had uprising against centralized ADP management. I wish I had listened to Marina Bates and bought shares in that small company called microsoft.
But on to subject of thread. How will VTSS refinance almost 500 million in 2 1/2 years. Especially since they are many months away from stopping flow of red ink. My interest in VTSS was as a hedge against selling short LEAPS on BRCM. PMCS seems to be about in the same boat as VTSS but with much higher share price. Do you have feel for technical superiority of any of these 3 competitors?
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