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Technology Stocks : Vitesse Semiconductor

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To: Beltropolis Boy who wrote (2339)	3/15/1999 11:47:00 AM
From: LJM	Read Replies (1) of 4710

Chris, Thank you for the references. I did not mean to annoy anyone with my questions. I actually had already read the gilder link you posted, as well as his thoughts in Forbes/ASAP. Part of the reason for my questions -- he obviously likes the technology going forward. His opinions are not dismissed lightly. Thestreet.com link was very helpful. The AMCC CEO made similar remarks in excerpts for an interview I read recently in Thestreet.com. In addition, he acknowledged that Vitesse was their only real competition. Certainly from your link, both CEO's are convinced their technology will be the ascendant technology. I guess only time will tell. Long VTSS.. LJM

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