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Technology Stocks : Vitesse Semiconductor
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To: stan s. who wrote (1714)9/26/1998 12:25:00 PM
From: lazarre  Read Replies (1) of 4710
 
Yeah, Stan, that was the link/url I neglected to bookmark...Osha was the analyst who, I couldda sworn, was pretty frisky about the V and others just a week or 2 ago.

I see you are oriented to TA whereas I'm more of a fundy but more often than not we reach the same conclusions. That said, though ANAD and V are both GaAs, their applications and customers are different. You might check out Sid Karton's posts on the Yahoo thread for a much more informed explanation of these crucial differences.

Just one of the pitfalls, though, is V becoming associated with the likes of a TQNT and ANAD---my only concern. IMO, Osha should be specific about who he suspects might fall short in this niche market instead of suspending a cloud over it. I'm fine with V but weaker hands may not be.

L
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