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To: Thean who wrote (3064)9/17/1998 10:09:00 PM
From: SJS  Respond to of 14427
 
I've been on VTSS thread, having chased the reason all day. I think that with ALA and other telecom mfgs showing slowness in orders, VTSS which makes chips for these guys, was taking on the chin as a byproduct. VTSS has a rich valuation, too, so it's the first to get shot. Here's Mike Happel's analysis (a name you probably know....<G>):

Message 5778976

Bottom line: Bottom fishing seems to start in the very very low 20's and under.



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