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

To: yoda_3355 who wrote (3452)	4/18/2000 2:37:00 PM
From: Neil Mintz	Read Replies (2) \| Respond to of 4710

Why is the stock being punished. Was there something in the CC that management said.

To: yoda_3355 who wrote (3452)	4/18/2000 5:16:00 PM
From: Bill Hardison	Read Replies (2) \| Respond to of 4710

You took better notes at on the CC than I did. I sure thought it was a good one though, and for Credit Suise to downgrade VTSS based on flat test equipment sales told me that he just didn't get it. What VTSS is doing is grabbing more and more of the Telecom and Datacom food chain. Where else can you find a company with this kind of margins that reliably grows earnings and revenue by 50% or more a year. To take a company that made specialized chips out of a substance no one wanted to bother with and diversify into CMOS, Silicon Germanium and Indium Phosphate shows management knows more than how to put a chip together. These guys have their hands around where the Telecom and Datacom markets are going.

To: yoda_3355 who wrote (3452)	4/19/2000 5:05:00 PM
From: Beltropolis Boy	Respond to of 4710

168.229.236.7 thanks for those CC tidbits, yoda. alas, i was out of town and have not yet made the time to tune in. your effort is appreciated by at least one on this board. me! >ATE-12mil, down 11% QoQ/YoY-due to falloff at Slumberger. typo or funny? perhaps a little of both ... in either case, the decline in ATE revs was slightly more than i expected, will trend lower in Q3 as management guided, and is one very good reason VTSS is unlikely to grow at 17% sequentially. as michael cited, 12% is a more reasonable and conservative number, although i'd be willing to venture perhaps 14% (with LU several score basis points lower). to reiterate yoda's notes: "Expect TCOM/DCOM growth in range of 15% QoQ. 13-15% for COMM total, ATE lower, 10-15% total revenue growth expected QoQ." fwiw, here's one jewel i dug up that i don't believe you cited: revs at Cerent/Cisco and Sycamore were $8M and $7M, respectively. thanks again, -chris.