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

To: OldAIMGuy who wrote (3058)10/26/1999 6:25:00 PM
From: The Ox  Read Replies (1) | Respond to of 4710
 
I'll add to TV's comments.

Most of the ASICs that VTSS develops require about 18 to 24 months (from beginning design) before they are actually produced in quantity. If we start seeing other companies taking business away from VTSS (by getting the design wins) then it will be time to reevaluate VTSS' future. Until such a time arrives, I am confident that this remains an excellent investment option.

Just my 2 cents,
Michael

PS.....floydie must have gotten whacked pretty hard on his LU short.....



To: OldAIMGuy who wrote (3058)10/26/1999 7:05:00 PM
From: bozwood  Read Replies (2) | Respond to of 4710
 
I am trying to get a handle on the proprietary nature of VTSS' business. Is the proprietary portion the process they use to mfg. IC's or is the actual end product IC proprietary?

Hope this isn't too basic of a question, I am new to researching the company and am trying to understand.

Thanks in advance.


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