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Technology Stocks : Vitesse Semiconductor
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To: OldAIMGuy who wrote (2219)1/30/1999 3:51:00 PM
From: Amabile  Read Replies (1) of 4710
 
Tom, glad to hear that. I have the same strategy and the same sense of timing. I believe VTSS has THE commanding position in high speed communication and test equipment GaS circuitry and, as long as they don't stumble in production, they should be able to ride the communication growth and generate the cash to keep ahead.

There is a fairly large entry barrier to this type of GaS circuitry. I know some of the people running this and know they have been in this specialty since the mid-70s.

We'll be watching it together.
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