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Technology Stocks : Vitesse Semiconductor
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To: ROBERT MONTGOMERY who wrote (2018)11/7/1998 11:54:00 PM
From: 16yearcycle  Read Replies (1) of 4710
 
Fair enough. Some of these are apples vs. oranges, but when I review the fundamentals of vtss vs. anything in the networking semiconductor or component field, I still see that I have to own VTSS and ignore the rest as noise. I have virtually no understanding of the technology, so I figure I may have it wrong. Anyway, here they are:

1. PMC-Sierra

2. Level One

3. Applied Micro

4. BRCM

5. GCTI

If I also look at VTSS's competitor list, off fo S&P or MSFT Investor or other places, I get a few other names.If I review e history, it becomes a joke: only VTSS consistently grows and is reasonably priced vs. their growth rate. Management has been conservative and they keep nailing e projections. Why are pundits interested in anything else?

Gene
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