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

To: Sam Nizam who wrote (1344)	4/9/1998 1:35:00 PM
From: DUKE	Read Replies (1) \| Respond to of 4710

don't short this puppy. there customers are lucent tellabs alcatel etc.. i think you get the hint.. dont be fooled by the word semiconducter... just watch out. duke

To: Sam Nizam who wrote (1344)	4/9/1998 1:53:00 PM
From: Ed Richmond	Respond to of 4710

The other thing that one must not lose sight of (and probably one reason for the high pe) is that they have accelerated the opening of the Colorado Springs fab from late 1998 to June 1998 (per the last conf call). The larger wafer size will increase yields, forcing down costs, increasing margins. When this opens, the book-to-bill will finally drop as unfilled orders get filled. Revenues will ramp up and so will earnings. This is why the stock has a high pe, the market believes this will be a successful launch. Time will tell. -Ed