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Technology Stocks : Vitesse Semiconductor

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To: The Ox who wrote (1572)9/14/1998 9:11:00 PM
From: OGM  Read Replies (1) of 4710
 
All,

I am trying to come up to speed on VTSS's market -- competitors, positioning, customers, revenue drivers, etc. I have been following some companies in related space (AMCC and PMCS, following them in the Red Chip Review). Can anyone suggest a publication -- an annual report, an industry review or preferably a place on the web -- where I can come up to speed on VTSS's industry and it's competitive position? I'm fairly technical, but by no means an expert on the technology.

Sorry for the basic question, but I want to understand more before thinking about investing.

Thanks,

-O
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