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

To: Drake who wrote (1578)	9/15/1998 12:30:00 PM
From: Jon Cave	Read Replies (3) \| Respond to of 4710

Is VTSS a buy here? Normally I would say yes. But I have been burned so bad this past month I don't know. Anything I buy has had a tendancy to drop about 50% lately. Maybe the thread should take a collection to keep me from buying <g>. I road VTSS from the upper twenties to the upper thirties this year. I was thinking about doing the same thing again. Thanks, Jon Cave

To: Drake who wrote (1578)	9/15/1998 12:50:00 PM
From: lazarre	Read Replies (2) \| Respond to of 4710

Drake, I don't know if they are selling to Ciena/Tlab competitors or not. Remember that this is a very volatile stock and there is generalized jitters about earnings, particularly in tech and more particularly in the semi-sector. Again, I suspect most institutions ---VTSS has 80% institutional participation in its stock---tend to lump all semi companies together, not differentiating between DRAM and DSP, e.g. I just wanted to make sure the factory was OK after we bounced off 25.50 so I called HQ. Factory still humming along at capacity. All semi companies should be so fortunate. L