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

To: SJS who wrote (2979)	10/18/1999 5:15:00 PM
From: JK	Respond to of 4710

VTSS has been fairly consistent in beating by a cent. I'm waiting for posts about outlook, book-to-bill, etc. - jk

To: SJS who wrote (2979)	10/18/1999 5:23:00 PM
From: Dr. Id	Read Replies (1) \| Respond to of 4710

However, a penny over is not killer earnings, compared to what AMCC and PMCS did... My sense is that VTSS's beating expectations by a penny is similar to Cisco's practice of earnings reports. It shows how in control management is, and how well they control analyst's expectations. In some ways, it's more impressive in it's consistency than if they were to report "killer earnings". I am still very comfortable long term on this company. These are buying opportunities. (If only I had any money!) Jeff