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

To: Beltropolis Boy who wrote (2086)	12/13/1998 3:21:00 PM
From: Lee Fredrickson	Read Replies (2) \| Respond to of 4710

Chris, Thanks for the relay. I'm sure I'm not the only one here who appreciates access to trade journals and other sources which we would not normally encounter. I'm hoist on the petard of Greed Vs. Fear... In at ~20.xx a month or so ago, Looking at a double+, liking the company and it's historic performance too much to want to sell. If I had more than a microscopic no. of shares, I'd think about trying the AIM (?) program that's oft-mentioned on this thread. Lee (Thanks again for the EBN article.)

To: Beltropolis Boy who wrote (2086)	12/14/1998 4:45:00 AM
From: tech101	Read Replies (1) \| Respond to of 4710

From Yahoo board: by: yoda_3355 1605 of 1620 messages.yahoo.com@m2.yahoo.com Merrill Lynch.... raised FY99 estimate from 0.75 to 0.85, and FY00 estimate from 1.13 to 1.20. These revisions resulted from a stronger than anticpated ATE market and VTSS' continued performance in the sector. The report (available in PDF format so I can't copy it, sorry) went on to describe the "duel" between GaAs and SiGe. ML believes, in accordance with many on this thread, that SiGe will impact RF devices (ANAD, TQNT) moreso than SONET counterparts. The technology will most likely be implemented for 10 Gbit/s speeds and poses no threat to VTSS for a good three or four years. However, SiGe's ultimate success lies in the long-term future, as did GaAs's in the 1980s. For now, VTSS is safe from the highly-touted SiGe. (ALL ACCORDING TO THE LATEST ML REPORT, NOT MY OWN FABRICATION!)