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Technology Stocks : Vitesse Semiconductor

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To: The Ox who wrote (1314)3/25/1998 12:53:00 PM
From: Anthony  Read Replies (1) of 4710
 
I would not count on the new fab working as well as expected given the complexity nature of GAs processes in term of control. My source is telling me that Triquint is battling with yield problems since they moved to the new fab as of Dec. And this is just moving the existing equipments over and maybe with a couple of new equipments getting on line. Even with their fab up and running I would give them 2 quarters or so to get things under control.
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