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

To: The Ox who wrote (1089)	1/7/1998 9:28:00 AM
From: OldAIMGuy	Read Replies (1) \| Respond to of 4710

Hi MH, My report just arrived and I'll be looking through it over the next few days. I'm interested in where the next "trickle down" of the GaAs technology might be. Any speculation? Best regards, Tom

To: The Ox who wrote (1089)	1/7/1998 8:55:00 PM
From: Paul Kelly	Respond to of 4710

In 1996 Lucent accounted for 25% of sales (up from 17% in '95). H.Y. Associates.,Ltd. is VTSS' Japanese distributor and represented 19% and 11% respectively for 1995 and 1996. So these two totalled 36 % in '96. The missing third company may be the second largest(perhaps a European distributor?) This info from S&P. Also per Value Line the ten largest customers made up 75% of sales in 1996. Hope this is some help.