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Technology Stocks : Vitesse Semiconductor

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To: Robert Schwartz who wrote (2190)	1/13/1999 1:19:00 AM
From: The Ox	Read Replies (2) of 4710

Robert, VTSS makes many chips that are used by different ATE companies, SLB, TER, etc. but I don't believe that INTC buys ATE chips from VTSS. If those companies are losing business from INTC's cost cutting then this could possibly affect VTSS but I would guess that the damage would be minimal. VTSS stated that they didn't really expect demand in the ATE market to grow much for the next quarter or 2. I believe that the ATE market is expected to start picking up in the second half of 1999. If VTSS sees a reduction in book-to-bill next earnings, then I might start to worry. Best regards, Michael

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