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

To: Tech Bull who wrote (3147)	12/5/1999 4:25:00 PM
From: Dr. Id	Read Replies (1) \| Respond to of 4710

No you guess is wrong. I own both. I just wish I can unload all my VTSS and buy into more AMCC. If you are so certain of what you say, why don't you unload all of your VTSS and buy more AMCC? Why would you continue to hold such an obvious loser (according to you) in comparison with AMCC? Jeff

To: Tech Bull who wrote (3147)	12/6/1999 10:52:00 AM
From: Drake	Respond to of 4710

Tech Bull, I have no problem with your liking AMCC more than VTSS, but I still like VTSS -- love their management and their ability to do whatever they want, depending on what makes more sense -- they can make some products GaAs, some silicon and, if they see the need, go to SiGe -- whereas, 'GaAs entry barriers' are too overwhelming for other chip companies like AMCC to compete, imo. Also, surely you have a substantial profit in VTSS, so I fail to understand why you can't "unload all your VTSS and buy into more AMCC" -- that just makes no common sense at all, unless you are using 'taxes' as your reason -- and that doesn't even make any sense if AMCC is so much better than VTSS. Further, when you ask, "can you explain why on A up day like Friday one behaved differently THEN the other?", that question does not deserve an intelligent answer. As you stated, enough said. Have a wonderful Holiday Season, dc