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

To: Gold Beach who wrote (1133)	1/24/1998 5:35:00 PM
From: Perry	Read Replies (2) \| Respond to of 4710

Vitesse vs. Alpha Industries Anyone following Vitesse should have a look at Alpha Industries (AHA) which is also a designer and manufacturer of GaAs integrated circuits. Their financial results for the December quarter compare as follows: VTSS AHA Sales (mm) 34.7 30.8 Sequential growth 12% 8% EPS 0.27 0.30 EPS Sequential growth 4% 36% The companies seem fairly similar, until you look at share price: VTSS $46, AHA $19.375. I would encourage you to do your own research but Alpha appears to be grossly undervalued. Part of the blame is because Alpha is listed on Amex and is currently only covered by a few small dealers. As more people wake up to this stock it has the potential to double (and would still be cheaper than VTSS). Perry