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Technology Stocks : Vitesse Semiconductor -- Ignore unavailable to you. Want to Upgrade?

To: Bulldozer who wrote (2606)	6/15/1999 10:59:00 AM
From: Beltropolis Boy	Read Replies (1) \| Respond to of 4710

thanks, 'dozer. me thinks ML sprung a leak too. ----- RESEARCH ALERT - Chip cos.' price targets raised June 15, 1999 09:40 AM NEW YORK, June 15 (Reuters) - Merrill Lynch analyst Joe Osha raised his 12-month price targets for seven semiconductor companies Tuesday. -- "As a result of increasing unit volumes and continued firm pricing across the industry, we are raising our estimate for 1999 global semiconductor revenue growth from 12 percent to 15.5 percent," he wrote in a report. -- He set the following price targets: Analog Devices Inc. (ADI) $52, Broadcom Corp. (BRCM) $150, Conexant Systems Inc. (CNXT) $66, Galileo Technology Ltd. (GALT) $42, PMC-Sierra Inc. (PMCS) $70, Texas Instruments Inc. (TXN) $155 and Vitesse Semiconductor Corp. (VTSS) $74. -- "... As industry growth accelerates, stock prices have performed well, in many cases nearing or exceeding price objectives that we have only recently established. -- "However, we note that stock price performance in the semiconductor sector has tended to track revenue growth in the past -- revenue growth is accelerating now, which implies further upside to stock prices even from current levels."

To: Bulldozer who wrote (2606)	6/15/1999 11:10:00 AM
From: JZGalt	Respond to of 4710

ML sent out new price targets this morning also.

To: Bulldozer who wrote (2606)	6/21/1999 4:26:00 PM
From: Beltropolis Boy	Read Replies (1) \| Respond to of 4710

Vitesse Introduces Industry's First Wide LVD Ultra-3 Compliant SCSI and IPMI Enclosure Management Controller; Simultaneously Supports Target and Initiator Operation CAMARILLO, Calif.--(BUSINESS WIRE)--June 21, 1999--Vitesse Semiconductor Corp. (NASDAQ:VTSS) today introduced the VSC205, the industry's first fully compliant wide LVD SCSI Enclosure Management Controller, and the latest generation of SCSI enclosure management. The VSC205 provides support for SCSI Enclosure Services (SES), SCSI Accessed Fault Tolerant Enclosure (SAF-TE), and Intelligent Platform Management Initiative (IPMI) that allows storage subsystem diagnostics. The VSC205 is Vitesse's latest addition to its expanding line of enclosure and platform management products, developed by its Serano Systems business unit. The VSC205 is used in SCSI JBODs, RAID Subsystems, and servers with integrated storage for monitoring system operation. The VSC205 provides flexibility by supporting both target or initiator modes of operation over an 8 or 16-bit SCSI bus. The VSC205 highly integrated enclosure management device provides a cost-effective solution for Ultra-2 or Ultra-3 SCSI storage systems. The VSC205 optimizes SCSI bus connect and transfer time with its high performance RISC engine, integrated wide SCSI controller, and universal LVD transceivers. In addition, the SCSI controller fully supports wide SCSI arbitration, and selection and disconnect and reselect handshaking. For added flexibility and testability, both target and initiator modes are supported, simultaneously allowing the device to perform typical SAF-TE and SES functions, while retaining the capability to act as an initiator and perform diagnostic operations within the system. The VSC205 integrates three master/slave mode two-wire serial interfaces, a general purpose UART, a 32-bit timer, general purpose I/O, an external memory interface, and a Serial-ICE interface for firmware debugging and development. This higher level of integration allows for a reduced board space and reduces overall system costs. "The VSC205 demonstrates Vitesse's commitment to deliver enclosure and platform management controllers with unsurpassed flexibility and performance," said Michael Millhollan, vice president of Vitesse's datacom division. "The VSC205 SDK is consistent with the other controllers offered by Vitesse, allowing high levels of leveragability of firmware between platforms. This leverage reduces the overall R&D costs and accelerates time to market, and insures SES interoperability between platforms, whether those systems are fiber channel or SCSI," concluded Millhollan. As with Vitesse's other industry leading enclosure management controllers, a complete Software Development Kit (SDK) and evaluation platform are available for the VSC205, simplifying the task of design engineers. The modular SDK architecture scales from low-cost SAF-TE to high availability fiber channel SES systems. A companion device to the VSC205, the SSC050 two-wire backplane controller integrates most of the enclosure management related digital logic found in storage subsystems. The device includes 40 bi-directional, highly programmable, general purpose I/O pins. All I/O pins can drive LEDs with a programmable flash rate. Four of the I/O pins can optionally monitor fan speed. Eight pairs of I/O pins can also provide additional control of FC-AL port bypass circuits, such as the VSC7128.

To: Bulldozer who wrote (2606)	6/25/1999 9:34:00 AM
From: Beltropolis Boy	Read Replies (1) \| Respond to of 4710

news flash from our number one customer. ----- June 25, 1999 8:54am Lucent to acquire Nexabit for $900M By TIffany Kary ZDII Lucent Technologies (NYSE: LU) said Friday it will buy Nexabit Networks, developer of high-performance Internet Protocol (IP) wide area network (WAN) switching/routing equipment, in a deal valued around $900 million. The price is based on Lucent's Thursday closing share price of $64, and the exchange of 14 million Lucent shares. The privately-held Marlborough, Mass-based Nexabit had rejected recent buyout offers and announced its intent to go public. Nexabit designs the "super switches'' that operate at terabit rates -- one trillion bits or more per second -- intended for the next generation Internet, set to arrive along with the broadband revolution. In a statement, Lucent's Curt Sanford, president of InterNetworking Systems, said the Nexabit deal will round out the company's portfolio to include "the leading IP core switch/router technology for next-generation networking, the leading multiservice ATM technology delivering absolute quality of service, the leading core optical networking technology, the leading software capabilities to integrate these networks together." That statement is a powerful mouthful, and it's apt to be a tough chew for competitor Cisco (Nasdaq: CSCO). Cisco makes networking gear, while Lucent makes equipment for telecommunications firms such as Bell Atlantic Corp. (NYSE: BEL), and AT&T (NYSE: T). The two are on a collision course as voice and data networks are converging. The merger of Lucent and Ascend, which was completed yesterday, was made to bolster Lucent's networking portfolio.