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

To: JK who wrote (4393)	11/27/2005 1:28:42 PM
From: Taro	Read Replies (1) \| Respond to of 4710

I got in last month with 5,000 shares at 1.72 and am in for long. VTSS has a tremendous range of superior new PHY and switching products in the Ethernet area. Combine that with an aggressive sales force headed up by the excellent "new" VP of Sales Mike Rodensky and we have a true winner on the bookings side. The rest IMO is all up to execution, which is not a trivial task, however, considering the rather limited cash (approx. $30 mil) on hand. In the IP area where customers want delivery right now and not in or over the next 6 months or so, sufficient product must thus be on hand or in the pipe lines already. Successful execution thus means steep ramping of a broad range of product offerings correctly distributed on the different device numbers. With fab lead times of up to 16 weeks and a rich flavor of products this calls for highly sophisticated planning. Having but rather limited historical data on hand (new products), predicting the required product mix becomes a true nightmare. While not all of this may happen precisely, I personally believe enough of it will and with success feeding on (initial) success, my bet is on having a true winner on our hands here, folks! taro76w