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Technology Stocks : Vitesse Semiconductor

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To: The Ox who wrote (1384)	4/14/1998 3:56:00 AM
From: Rex Dwyer	Read Replies (1) of 4710

I agree, it was a very impressive conference call. They should do well for the next two Qs at least. However, CEO did admit to some design wins for their Silicon Bipolar competitors. But we shouldn't see effects of this for at least 1 to 2 Qs. AMCC has some strong designs coming out now. I'll be watching closely. Rex

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