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

To: OldAIMGuy who wrote (1917)	10/15/1998 8:20:00 PM
From: MoonBrother	Read Replies (1) \| Respond to of 4710

CC Highlights: 1) Booking as of end of Sep is 62.5 mil. 6 months booking is 102 mil. Book-to-bill rates are 1.22 for 3 months and 6 months respectively, both rates beat analysts' forecast of 1.15 ~ 1.17. This rate of 15% is actually higher than the traditional 13% ~ 14% growth even with the big ramping up of Colorado Springs fab. Works are booked well into March qtr. 3) no business slow down seen what so ever. growth rate will keep at 55% as the past several years. Revenue projection for next year is at 210 mil for communication, 55 mil for ATE. 4) Colorado Springs fab, ramping up extremely well. 5) Company is sampling a next generation switch which will be huge factor in late-99 into Y2K. Also sampling upto 8 CMOS products. 6) In summary, every business sector is strong! ------------------- Anyone listened to analysts' questions? The tape was cut off when I listened. Could you post the highlights if you did? Ala in all, it was a very upbeat CC. I think we will see a slew of strong analysts' comments tomorrow, which should translate into strong buying activities in the next few days. We are also very lucky to release the good news when the market sentiment has changed to the better. Good luck!