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Technology Stocks : Vitesse Semiconductor
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To: David Einstein who wrote (1091)1/7/1998 4:09:00 PM
From: OldAIMGuy  Read Replies (1) of 4710
 
Hi DE, My thoughts are the same as they've been - hold plenty of
cash in reserve to average down if the nasty news (short term) comes.

From their Annual Report:

Export Revenues by geographic areas
(In Thousands)
1997 1996 1995
Europe $6452 $6505 $3968
Japan 24,102 7972 8211
Other 4849 1147 384

That 24MM in sales to Japan represents almost 25% of their annual
sales right now. I don't know how to guess whether this business is
in any way in jeopardy. I've taken profits along the way with VTSS
and those dollars will just get pumped back into the stock if the
price falls. I don't know any other way to look at it other than
sticking my head in the sand.

Best regards, Tom
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