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


To: Drake who wrote (3053)10/24/1999 9:18:00 AM
From: Trader Dave  Read Replies (2) | Respond to of 4710
 
there are numerous differences between vtss and the other communication semiconductor folks.

a bet on vtss is not necessarily a bet on lucent's fortunes.

we just prefer the product mix and customer mix of other vendors a little more.

end demand is what drives our decisions and we strongly prefer the purest plays we can find into the wan infrastructure market and the folks selling into that market that have the best customers.