Vitesse Semiconductor Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Vitesse Semiconductor

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: JK who wrote (4393)	11/27/2005 1:28:42 PM
From: Taro	Read Replies (1) of 4710

I got in last month with 5,000 shares at 1.72 and am in for long. VTSS has a tremendous range of superior new PHY and switching products in the Ethernet area. Combine that with an aggressive sales force headed up by the excellent "new" VP of Sales Mike Rodensky and we have a true winner on the bookings side. The rest IMO is all up to execution, which is not a trivial task, however, considering the rather limited cash (approx. $30 mil) on hand. In the IP area where customers want delivery right now and not in or over the next 6 months or so, sufficient product must thus be on hand or in the pipe lines already. Successful execution thus means steep ramping of a broad range of product offerings correctly distributed on the different device numbers. With fab lead times of up to 16 weeks and a rich flavor of products this calls for highly sophisticated planning. Having but rather limited historical data on hand (new products), predicting the required product mix becomes a true nightmare. While not all of this may happen precisely, I personally believe enough of it will and with success feeding on (initial) success, my bet is on having a true winner on our hands here, folks! taro76w

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next