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

To: slob who wrote (1286)	3/16/1998 5:42:00 PM
From: gda	Respond to of 4710

You are looking in the wrong direction Slob, IMO the Gigabit Ethernet market is going to disappear for Vitesse before it gets any real volume. CMOS will get it. Vitesse realizes this and is already busy working on the OC48 product line, Double Speed GB and backplane products. My long term analysis is simply based on the fact that no Semiconductor company was ever able to sustain 50% growth for very long. In particular, when it is a niche market player. This is why I think the present valuation is not going to hold water for much longer. Even if there is no general market correction wave, I expect VTSS to correct by the end of the year.