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

To: Beltropolis Boy who wrote (2761)7/22/1999 3:36:00 PM
From: Bulldozer  Read Replies (2) | Respond to of 4710
 
yes Chris - I attribute most of the slightly changing balance sheet metrics to LU. Of course, it can also be a temporary quarterly blip. I really don't concern myself with those things (although they do bear watching).

Vitesse will be fine, however they will increasingly come under attack from CMOS and SiGe (and even other technologies I've read about recently). I believe they will continue to be one of the finest Comm IC companies on the planet, but they may have to continue fighting the GaAs sceptics along the way.

BD



To: Beltropolis Boy who wrote (2761)7/22/1999 4:19:00 PM
From: Chuzzlewit  Read Replies (1) | Respond to of 4710
 
Chris, I believe that Vitesse had additional capacity come on-line recently. They may simply be ramping up production and filling orders rapidly. One of the problems with DSO analysis is that if sales are rapidly increasing, or the quarter is excessively back-end loaded (as would be the case with more production suddenly coming on-line) this is exactly what you'd expect.

I don't see how the LU transition could cause this.

TTFN,
CTC


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