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

To: Lizzie Tudor who wrote (4202)	9/19/2002 5:47:57 PM
From: Taro	Respond to of 4710

VTSS and PMCS are 2 of the peers with serious survival problems IMHO. For slightly different reasons that is. AMCC, however, seems to have a lot of that stuff on which more than dreams of survival can currently be built. That includes cash, state-of-the-art technology, management-talent and - -ethics! BRCM lacks some of that, especially ethics seems to be at question. No additional management talent needed next to Nic III - that is by definition: your observation is probably right but thus irrelevant. Look at MRVL for an emerging star though. Somewhat over-priced right now for my taste, however. They are out-brcming BRCM anywhere where active. A market-share predator WLAN is their next target Taro