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Technology Stocks : Vitesse Semiconductor
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To: Murph who wrote (453)2/21/1997 10:32:00 PM
From: Donald Kirchner   of 4710
 
Murph,

No offense taken, if you check back in the prehistory of this thread you will find that I am very familiar with VTSS's products, and the difference between digital and analog GaAs parts. I thought VTSS was a great buy at 4.75 a couple of years ago, and sold out too soon at around $30.

My concern at these levels is that several years of steady growth is built into the price and that no slip-ups will be forgiven. Si CMOS speeds are rapidly gaining equivalence with GaAs in the lower GHz speed ranges. VTSS needs dominance in the niche Fibre channel and Gigabit Ethernet interface market to maintain it's market cap. How long it can maintain it's current profitability while building a new fab is also a concern.

For the record, I am not short this stock. I have considered it every time it gets above $52, but since I made so much on it long, I haven't had the heart too.

Don
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