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

To: Jon Cave who wrote (1586)	9/15/1998 3:49:00 PM
From: David Lawrence	Respond to of 4710

I damn near wrote naked puts today, but backed off after studying the chart a little more. I may get a better opportunity. Hope not, because I'm still holding my long shares.

To: Jon Cave who wrote (1586)	9/16/1998 1:23:00 AM
From: tech101	Respond to of 4710

All the three major competitors in the GaAs chipsets business: VTSS, TQNT, and ANAD. GaAs chipsets are weak today without specific reasons except the TLAB/CIEN earning warning. However, no matter who wins, a thinly traded company -- American Xtal Tech (AXTI) in Silicon Valley should benefit from the competitions thanks to its patented technology in GaAs and Germanium wafer production for all electronic and opto-electronic applications. At price about 8 and fractions with a PEG of 0.3, it will probably not be too long before AXTI becomes well known by the Wall Street.