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: The Ox who wrote (1112)	1/13/1998 3:05:00 PM
From: Ed Richmond	Read Replies (1) \| Respond to of 4710

What I have dug up. Book-to-bill was 1.25. Big constraints, would be helped in second half by Colorado Springs. Six month backlog grew sequentially at 14%. Also have heard that the Camrillo fab went to max capacity in November (ahead of plan). To me this means we could still see sequential revenue growth as they were not constrained for the entire quarter, but will most likely be constrained until Colorado Springs. Lucent still largest customer at 20%/sales. Asia only accounted for 14% of sales down from 22% last quarter. So unlike many chip companies, VTSS has replaced lost Asian sales. Spent $17 mio in quarter on Colorado Springs fab equipment but cash only fell $4.5 mio to $151.3 mio. DSO Flat at 62 days (no stuffing like at ASND and others). Seems gross margin could increase in second half too as Camarillo mfgs 4" wafers and Colorado Springs will mfg 6" wafers. -Ed