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Technology Stocks : Vitesse Semiconductor
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To: goro who wrote (1147)1/30/1998 4:52:00 PM
From: David Einstein  Read Replies (1) of 4710
 
I also asked the question to Jim Juback at Microsoft Investor who has recommended Vitesse. He points out, as you do, that the focus of the two companies is different. Maybe ANAD's lost customers will come to Vitesse and further enrich that company. The new fab plant that VTSS has coming on line soon should help decrease their order backlog and send some profits to the bottom line.

I almost unloaded VTSS today, but I guess I'll hold on now after these reassurances.
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