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


To: JZGalt who wrote (2670)7/2/1999 5:27:00 PM
From: GP Kavanaugh  Respond to of 4710
 
Maybe you could help me then.

Here's a repost of one of mine from the GALT group.

---------------------------------------------------------

I'm interested in this company's business, and I'm thinking about jumping in. I like
fabless semi company's, and communications IC's so GALT seems like a really good fit
for my portfolio, but I was hoping somebody could help me with a couple of questions
before I put my money where my mouth is though.

What future business contract are on the horizon?

Why was EPS growth negative for first quarter this year, and revenue growth was only
9%?

Anybody know why the move today happened? I haven't seen any news other than one
Strong Buy reiteration.

Thanks for any help.

GP

---------------------------------------------------------

GP



To: JZGalt who wrote (2670)7/2/1999 7:41:00 PM
From: Howard Bennett  Read Replies (1) | Respond to of 4710
 
Well then, off the record, just between you me and a lamppost...

Since GALT is a large holding of yours, do you sleep well at night, are you comfortable? Relaxed? <knudge, knudge, wink, wink>

Do you think the analysts who cover GALT for Wall Street are competent to understand semi-conductor business? There are plenty who do a terrible job -- MU comes to mind, COMS comes to mind.

Just wondering outloud.