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Technology Stocks : Vitesse Semiconductor

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To: gda who wrote (1282)	3/13/1998 7:20:00 PM
From: slob	Read Replies (1) of 4710

gda, I'm going to take a shot at understanding how the competition can kill VTSS. IMHO VTSS's results depending on its execution and are largely independent of the competition, however, since people keep bringing up the technical problems that lie ahead for VTSS, I want to quantify how significant these changes could possibly be. The best spot to attack VTSS is: Gigabit Ethernet: Most likely competitors, TXN and Symbios followed a distant third by LSI and IBM, Lucent. Competition Strengths: Symbios has this in a Si bipolar process TXN is using a BiCMOS process (CMOS coming) LSI and Lucent are full CMOS Chip Price based on CMOS die area at 50% gross margin = $2 to $3 Current market Price $12 The question is: Will TXN try to buy market share? If someone want to give me a hand, we can work our way through VTSS's portfolio and see what the impact will be. Slob

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