Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Neil Mintz who wrote (3453)	4/18/2000 2:48:00 PM
From: Bilbo Baggins	Respond to of 4710

Neil, I haven't seen anything except some twit that downgraded from a strong buy to a buy. I am watching TXN and it is acting the same way after earnings. Remember awhile back that BOA downgraded VTSS the week before it took off to $115. I'm not saying that is going to happen again, but with no explanation I will hold on.

To: Neil Mintz who wrote (3453)	4/18/2000 5:07:00 PM
From: yoda_3355	Respond to of 4710

I would have to say no. Most everything in the CC was positive, and uncharacteristically revealing. I've been listening to these calls for five+ Qs now, and Tomasetta never seems so upfront and willing to disclose info. For instance, the comments about Sycamore and Extreme Networks were welcomed as AMCC apparently has a psychological edge over Vitesse in the "smart startup" category of customers. An immediate breakdown between telecom and datacom was unexpected (supposedly this feature would no longer we used as both are converging and less discernable now). The traditional 10-15% TCOM, 20-25% DCOM QoQ growth can persist, but with the added bonus of processing/switching (thansk to purchases of VTEK, XaQti, Orologic) lines in a few Qs, sequential revenue growth will begin to exceed 15% during 2001 IMO.