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

To: EepOpp who wrote (1150)	2/2/1998 11:57:00 AM
From: Beltropolis Boy	Respond to of 4710

> just in case you missed the IFC story and link about Vitesse nice piece. as you're probably aware, landis' first fund, tech value (cofounded with kendrick kam), had back-to-back 60+% returns in '95 and '96, although it got rocked last year. more positives from lehman brothers (their caps): "ANY WEAKNESS IN VTSS IS AN OPPORTUNITY. ANADIGICS (along with Triquint (TQNT - 26 1/2; nr), Alpha (AHA - 19 3/4; nr), Celeritek (CLTK - 11 7/16; nr), and REMEC (REMC - 26 1/2; nr)) sells linear low noise, high gain GaAs chips for the wireless cellular handset and infrastructure market. Vitesse sells high-level integration digital mux/demux GaAs chips for the data and voice telecom/networking markets (in short, they all use GaAs, but Vitesse participates in DIFFERENT MARKETS and sells DIFFERENT CHIPS). Also, unlike other GaAs makers, Vitesse faces little competition. WE REITERATE OUR 1-BUY ON VITESSE." lehman.com