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Technology Stocks : Vitesse Semiconductor

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To: Gold Beach who wrote (1125)2/3/1998 10:58:00 PM
From: Duane L. Olson  Read Replies (3) of 4710
 
Don, Some day we are going to find one as early as Tom did with VTSS..but that shouldn't stop us from making 40-60% a year for a few years yet...The big, new digital networks (a la QWST) are just now going into place. Do you have any thoughts about VTSS' ability to convert to (or assimilate) any of the companion technologies if the GaAs market becomes threatened? (SiGe, etc) Duane
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