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Technology Stocks : Vitesse Semiconductor
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To: Beltropolis Boy who wrote (1859)10/13/1998 2:31:00 PM
From: Czechsinthemail  Read Replies (2) of 4710
 
Can anyone comment on the possible impact of IBM's announcement of SiGe products? Given the expectations of strong quarterly results, I'm wondering if the market is starting to discount heavier competition in the future along with a whittling down of VTSS's backlog.

Baird
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