Vitesse Semiconductor Message Board

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Technology Stocks : Vitesse Semiconductor

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To: gda who wrote (1251)	3/5/1998 2:17:00 PM
From: slob	Read Replies (2) of 4710

gda, ALTR is the only one of these three that even comes close to VTSS XLNX has no revenue growth and earnings at around 20% fundamentally this supports a P/S ratio of about 3 in a good market LSI has about 15% growth and 10-14% earnings this also only supports a P/S ratio of 2 to 3 ALTR has about 40% growth and 23% earnings ( this is getting close to VTSS) ALTR supports a P/S of at least 6 to 8. As for the Gross Margin Pressure I'll need to check out what your saying, for me the most serious problem with VTSS would be that of shrinking New product gross margins. If I find that this is happening I'll drop them like a hot Potato. Anyway, I appreciate your involvement and honest feedback. Slob

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