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

To: The Ox who wrote (2419)	4/8/1999 12:09:00 PM
From: Trader Dave	Respond to of 4710

Keep in mind that Book to Bill is likely to DECLINE! But this is not a decline in growth rates. If the book to bill is ABOVE 1 that is still very good news. However, the company has expanded plant capacity in order to reduce book to bill since they don't want customers dealing with such long lead times. The concern (and misunderstandings) about book to bill have been pressuring the stock. TD

To: The Ox who wrote (2419)	4/8/1999 12:45:00 PM
From: SJS	Respond to of 4710

Hi there Mike. I just spoke to a friend who checked with H&Q semi analyst about their take on Chip equipment guys. His take is that they think NVLS will deliver a terrific report on Monday, and that will lift PRIA, etc. Also, as I posted on LTD, Merrill thinks it's up from here with these guys. BRCM having a good day so far...