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Technology Stocks : Vitesse Semiconductor
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To: David Lawrence who wrote (1418)5/15/1998 12:29:00 PM
From: The Ox  Read Replies (1) of 4710
 
It's my understanding that Kurlak's comments were directed toward the PC market in general. VTSS's ICs are not really aimed at the PC industry per say, more toward the high speed communications arena (Telcom and Datacom). The glut in ICs designed for use in PCs is a very great cause for concern for companies like MU, AMD, and INTC. I know of more then one person on the short side of MU and they seem to be very happy ( for good reasons ).

Just my take,
Michael
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