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Technology Stocks : Vitesse Semiconductor
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To: Clay Enos who wrote (1059)12/8/1997 9:06:00 PM
From: Paul Kelly   of 4710
 
Clay, thanks for posting the Gallium Arsenide Conference Summary. I did find it interesting and very encouraging. In answer to your question in the earlier post Lucent is VTSS' biggest customer (25% of sales in FY 96). The company's Japanese distributor is H.Y. Associates, Ltd. and it represented 11% that year. I don't know what portion Fujitsu represents of this but sales in Japan as a % of total revenues have been declining year to year as Lucent and other US companies have been increasing. Just as well given the present far east situation. My source is S&P.
PK
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