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Technology Stocks : Vitesse Semiconductor
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To: uri vaughan cummings who wrote (469)3/4/1997 5:20:00 PM
From: Mr. Moose   of 4710
 
I have a "primal" question for anyone here: what is it that REALLY, TRULY distinguishes, in your opinions, VTSS from ANAD from TQNT, 1) from a business/product point of view, and 2) from a purely financial p-of-v.? The more I look at the GaAs Three, the more similar they seem to me in their very nature. To me, they are three companies of similar size relying on similar technology and selling to overlapping markets. In the long run: are we going to see some m&a's? I can't believe that there could be three "clones" fighting for the same markets in the long run. Who's going to be eaten by who?

And: who thinks that the differences in their PEs is 100% justified?

BTW I am in VTSS and TQNT, and I like GaAS.

Mr. Moose
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