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Technology Stocks : Vitesse Semiconductor

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To: SJS who wrote (2144)1/7/1999 10:08:00 PM
From: The Ox  Read Replies (2) of 4710
 
Hi Steve,
I got hung up at work and didn't get an opportunity to hear the conference call. Will see if they have a replay. I added some stock today as I believed that VTSS would once again report impressive earnings.

One of the most remarkable aspects of VTSS's growth over the last few years has been their continued strong book-to-bill numbers. What is the most impressive aspect of this number is that each quarter's revenues are increasing sequentially at a rate greater then 10%. So as VTSS ramps up production and capacity, they continue to have a book to bill that is well over 1 indicating that demand is as steady as ever! This is in the face of all the skepticism about other technologies usurping VTSS's GaAs ASICs value/price/performance combination.

All one has to do is look at the list of VTSS's customers and it's easy to see why demand is so strong!

All IMHO,

Michael ( hey T.V! They did it again!!! :$ )
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