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Technology Stocks : Vitesse Semiconductor
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To: Emile Vidrine who wrote (166)8/17/1996 4:42:00 PM
From: Donald Kirchner   of 4710
 
I was in VTSS for quite some time, but got out a month or two
ago at 29. I think the company is very well run, but I am
concerned that their technology advantage may disappear in the
next year with the introduction of competeing chips off of
IBMs SiGe line. The combination of competition and expenses
from a new plant startup could cause a quite a setback to the
stock price. Again, there is nothing currently wrong
with this company.

Don
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