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

To: The Ox who wrote (1121)	1/15/1998 11:44:00 PM
From: Duane L. Olson	Read Replies (1) \| Respond to of 4710

Michael, thanks for that excellent analysis and assessment. That's some nice improvement in the gross margins. IMHO, that process could improve significantly with the new fab, as much of the admin O/H can be spread more broadly, reducing the cost per unit of production. In other words...I'm expecting the positive trend to get significantly better over the next year. Your comments on that (and anything else, VTSS related) is much appreciated... dlo