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

To: David Lawrence who wrote (2957)10/14/1999 12:44:00 PM
From: The Ox  Read Replies (1) | Respond to of 4710
 
If Lucent is going to be outsourcing much of the work associated with VTSS' chips, it would seem to me that Lucent's inventory isn't a major issue for VTSS. The inventory of VTSS chips at the contractors would be the key.

Am I off base or splitting hairs?



To: David Lawrence who wrote (2957)10/14/1999 1:27:00 PM
From: OldAIMGuy  Respond to of 4710
 
Hi DL, I don't know if I qualify as an "institution", but I'll be buying for a long time if the price will fall far enough. My current Cash Reserve would last all the way to the low $40s or maybe even the $30s. It would be darned hard for me to get to 100% invested in other words.

I've warmed up the Grill and am ready to fry up some fresh lemming. VTSS has been a great supplier of them in the past.

Best regards, Tom


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