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

To: Beltropolis Boy who wrote (3390)	2/29/2000 6:03:00 PM
From: OldAIMGuy	Respond to of 4710

Hi Chris, As you know I do make incremental buys and sells over time. Even though I have owned Vitesse Semiconductor's stock continuously since about '93, it's been in varying amounts over time. Today I let 9% of my remaining shares go at $103-7/8. That brought my cash reserves back up to their "comfort zone." It was just a month ago that I was buying some extra shares at $41+. It's been an amazing month for VTSS! Assuming that the stock is now a bit ahead of itself, chances are I'll get a chance later on to put the cash back to work. If it's not, I still have plenty of shares left to sell some time in the future. This incremental method isn't as tax efficient as Buy And Hold, nor is it as tax painful as trading 100% of one's position. It's somewhere in between. I give all of the B&H investors credit for being able to stick it out with ever expanding $$$$ at risk. I keet a lid on my risk exposure as a method of being able to sleep at night! Best regards, Tom

To: Beltropolis Boy who wrote (3390)	3/17/2000 2:20:00 PM
From: Raymond Duray	Read Replies (3) \| Respond to of 4710

Hi chris, I may well have to get back into the game here. This company is certainly not rolling over to the SiGer guys (AMCC, et al) and I would love to get anyone's commentary on the viability of the Indium Phosphide developments. eetimes.com <snip> Vitesse goes with InP process for 40-Gbit devices By Craig Matsumoto and Loring Wirbel EE Times (03/16/00, 3:49 p.m. EST) SAN MATEO, Calif. ? Preparing the eventual leap to 40-Gbit/second communications, Vitesse Semiconductor Corp. is planning a shift into indium phosphide components. This III-V-derivative material is widely used in optical components ranging from laser photodiodes to specialty electro-absorption modulators and pulsing lasers. But Vitesse's adoption of InP for higher-density analog transimpedance amps and digital muxes and demuxes represents a new use for the semiconductor material. Other materials such as silicon germanium or aluminum gallium arsenide will have the speed to handle OC-768 (40-Gbit/s) Sonet communications, but InP has a number of advantages for Vitesse's goals, said Ira Deyhimy, vice president of engineering. <end snip> Ciao, Ray