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Technology Stocks : Vitesse Semiconductor
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To: Drake who wrote (1578)9/15/1998 12:50:00 PM
From: lazarre  Read Replies (2) of 4710
 
Drake,

I don't know if they are selling to Ciena/Tlab competitors or not. Remember that this is a very volatile stock and there is generalized jitters about earnings, particularly in tech and more particularly in the semi-sector.

Again, I suspect most institutions ---VTSS has 80% institutional participation in its stock---tend to lump all semi companies together, not differentiating between DRAM and DSP, e.g.

I just wanted to make sure the factory was OK after we bounced off 25.50 so I called HQ. Factory still humming along at capacity. All semi companies should be so fortunate.

L
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