SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Ascend Communications (ASND) -- Ignore unavailable to you. Want to Upgrade?


To: Edward J. Edwards, III who wrote (49596)7/9/1998 2:39:00 PM
From: Darren  Respond to of 61433
 
CNBC was taking about VTSS, and how they are at 100% capacity this qtr and they are already 75% booked for next quarter. From what they were saying, vtss supplies high speed chips to csco, asnd, etc.

No wonder VTSS took off this morning. It was offering all kinds of technical alerts yesterday...



To: Edward J. Edwards, III who wrote (49596)7/10/1998 1:15:00 AM
From: Dennis R. Duke  Read Replies (1) | Respond to of 61433
 
OT - VTSS

I listened to their presentation at the Montgomery Securities conference months ago. They were adding to capacity to be able to build more by the end of this year as I recall. Sure wish I had bought some. At that same conference, I asked Mory if he was using VTSS chips and he said "No".

Posted about both of the above back when it happened.

Later, Dennis