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Technology Stocks : Vitesse Semiconductor

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To: OldAIMGuy who wrote (4324)2/4/2004 8:09:04 PM
From: JK  Read Replies (1) of 4710
 
Tom, always good to hear your thoughts.

The opportunity for VTSS will be huge, IMO, but it will take quite some time. I like to think that the situation is like the rural folks discovering the Interstate Highway system. [I have relatives in rural Nebraska].
Once access is easy, the use increases exponentially, and quickly becomes another "must have" service.

The access, over the next years, will explode. The competition to supply that access may become cut-throat.

The wonderful part of the game is to decide which companies will reap the benefits of the increases, regardless of the competition. VTSS may be one.

At least I am having much more fun than 2002/2003.

Regards,

- jk
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