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

To: Bulldozer who wrote (2450)	4/9/1999 10:48:00 AM
From: Jazz102	Read Replies (1) \| Respond to of 4710

Yes, but some people will be hearing of VTSS for the first time when they read that article. Seeing that it is down from a high of 59, analysts are raising estimates and now Money in addition to Smart Money like it, will bring new buyers into this stock. I'd love to buy more but I am fully invested at this point. Wish I had sold half yesterday at the close to buy back today on sale. JAZZ

To: Bulldozer who wrote (2450)	4/9/1999 10:51:00 AM
From: A. Edwards	Respond to of 4710

4/9/99 CS First Boston reiterates "strong buy" rating on designer and manufacturer of digital gallium arsenide integrated circuits as Q2 results were stronger than expected; raises FY99 EPS estimate from $0.89 to $0.91 and FY00 EPS from $1.28 to $1.33 a share; raises 12-month price target to $70.....

To: Bulldozer who wrote (2450)	4/9/1999 7:42:00 PM
From: w2j2	Respond to of 4710

BD:I got this from a BancBoston report posted on Yahoo: Figure 3: Breakdown Of Q2:F99 Results By Application ($ in millions) Sales % of Sales Q-Q Growth Lucent (SONET) $15.4 23% 25% Non-Lucent SONET $18.2 27% 3% Non-SONET Comm. $19.9 29% 17% ATE $13.5 21% 3% TOTAL ($ Million) $66.9 100% 11% Source: Company reports and BRS estimates. .....Lucent amounts to 23% of sales, and grew 25% Q-Q. While this is great, it makes Vtss extremely vulnerable to Lucent. wj