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Technology Stocks : Vitesse Semiconductor

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To: David Rubin who wrote (2277)2/19/1999 11:36:00 AM
From: A. Edwards  Read Replies (2) of 4710
 
The recent weakness of the networking chip stocks (VTSS, LEVL, PMCS, etc.) has something to do with the rumors that Intel may get into the communication chip markets.

How is it going to play out? Nobody knows. IMHO, if that is the case, investors' overreaction provides an excellent opportunity to build positions for a longer term as the fundamentals of Vitesse Semi remain rock solid.
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