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


To: PashaBear who wrote (3178)12/18/1999 3:25:00 PM
From: Tech Bull  Read Replies (1) | Respond to of 4710
 
I did not post all my links. I believe one of the most serious problems with VTSS is it's customer service. I was once a VTSS customer and man their chips have no documentation to work with. In contrast AMCC has documentation even with their eval. boards!!

Also when I talk to VTSS guys I get slight feeling of arrogance based on their market domination on high speed side but in this they are getting blind sided by the fact that other people are catching up.

Their investing in GaAs fab. in Colorado (in 96-97) while everyone is moving into SiGe. also underlines a need for reality check.

I have lot more reasons but above where the main ones which I used to buy AMCC stock way back when it was $20 (split adjusted) and have never sold even one of them.

TB
ps: you have selected almost the best of the lot in your portfolio. Keep it up!



To: PashaBear who wrote (3178)12/18/1999 4:26:00 PM
From: SJS  Read Replies (1) | Respond to of 4710
 
Golly Gee....

Got everyone (except BRCM)! You copying me? <VBG>!!

Also add JDSU & RFMD.

Steve

PS: Any new companies in this area we are missing? Any sleeping giant wanna-bees?