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

To: OldAIMGuy who wrote (3227)	1/8/2000 10:05:00 AM
From: SJS	Respond to of 4710

Tom, Howdy! Haven't talked with you for a while, but hope you're well. I saw that you (and I) got snagged on the GNSS debacle, but you'll do fine as a LT investor there. I, on the other hand, have some ST problems to deal with (but no matter...). Here's the crux of the LU issue (as excerpted from a piece done at TSCM). This distillation says it all. Anyone SELLING VTSS is truly LOCO. LU can't get ENOUGH components and failed in THEIR EXEUCTION by forcasting incorrectly! Demand is certainly out there and VTSS as well as others like JDSU are selling all they can. __________________ According to Lucent, customers didn't defect because it lacked key products. Rather, the company failed to forecast new demand from both its longtime customers, which are growing more dynamic in their purchasing decisions, and from younger new customers who are not willing to wait. When orders for new products soared, Lucent wasn't ready. Steve