SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?


To: Sig who wrote (134530)6/25/1999 6:21:00 AM
From: stockman_scott  Respond to of 176387
 
<<I am looking for the perfect stock to add to my portfolio so I can invest my savings with confidence and safety in hopes of someday retiring with $1mm.>>

Good morning Sig: Kemble might have a recommendation for you <G>!!

Best Regards,

Scott



To: Sig who wrote (134530)6/25/1999 6:32:00 AM
From: stockman_scott  Respond to of 176387
 
~OT~ Sig: That VTSS you've mentioned has done pretty well <G>. Here's an interview with the CEO about their growth prospects...

<<From the July issue of SmartMoney:

Vitesse Semiconductor Corp.
Dow Jones Newswires -- June 22, 1999
SmartMoney: Street Smart: CEO Interview: Life In The Fast Lane

This story appears in the July issue of SmartMoney magazine. By Lauren Young

Vitesse is Frenchfor speed, and Vitesse Semi-conductor (VTSS) lives up to its name. The Camarillo, Calif., company uses gallium arsenide technology to make circuits that relay data five to six times faster than the average silicon chip. An explosion of digital data transmission via the Internet has made Vitesse's stock rocket more than 1,000 percent since we first recommended it in March 1996.

With fast-moving clients like Lucent, Cisco and IBM, CEO and President Louis Tomasetta moves at a high rate of speed himself. But he recently gave us a few minutes.

Q:Is your gallium arsenide technology still giving you a competitive edge?

A:Yes. The fast chips sending high-speed data into fiber- optic lines and coaxial cable almost always need to be gallium arsenide. Yet many chips used elsewhere are made of silicon. Within two years I wouldn't be too surprised to see 20 percent to 25 percent of our business coming from silicon rather than gallium arsenide.

Q:Isn't that a new direction for Vitesse?

A:We are trying to grow internally by more than 50 percent per year, but our traditional business lines are growing at just 30 to 40 percent annually. So late last year we acquired Vermont Scientific to give us a bigger position in communications processing, and more recently we bought Serano Systems for its presence in fiber- channel storage. We have our eyes open for other companies.

Q:How do you help clients meet increased demand for voice, video and data transmission?

A:Our new wafer-fabrication facility is the first to produce 6-inch wafers. These generate more than twice as many chips as standard 4-inch wafers. We're getting chips to our clients faster at lower costs, which they need in order to get such products to market. >>



To: Sig who wrote (134530)6/25/1999 7:45:00 AM
From: Yamakita  Respond to of 176387
 
A most excellent post Sig. And may I add:

13. It should be making a big push into emerging markets like China and India.

14. It should be detested by a large segment of the investment community, many of whom have predicted its demise for the past several years.

15. It should be the best-performing stock over the past three, five, and ten years.

Yamakita



To: Sig who wrote (134530)6/25/1999 8:59:00 AM
From: OLDTRADER  Respond to of 176387
 
RE:Sig-#11-It should have a "learned thread of hopeful investors which act as a body of unpaid arm-chair Admirals as in the Shadow Open Market Committee style.wbm



To: Sig who wrote (134530)6/25/1999 10:27:00 AM
From: Mick Mørmøny  Respond to of 176387
 
Your search is over, young man. Look no further beyond Microworkz, if it ever becomes public. Sig, without a doubt, you have created the best infomercial for the "Fountain of Youth" in the big Republic of TX.

I'm patiently waiting for more opportunities to buy at bargain basement prices next week. This is one of the stocks in my portfolio that I consider maintenance free.

Regards,
Beni2 Mick Mormony