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

To: SJS who wrote (2454)	4/9/1999 1:34:00 PM
From: Trader Dave	Read Replies (4) \| Respond to of 4710

<<and the perception is that this could lead to lower bookings in future quarters that makes it hard for Vitesse to meet current earnings expectations.>> Reckless morons. Lucent is outsourcing the manufacturing to contract manufacturers to handle INCREASED demand! The VTSS chips are DESIGNED IN to the products! What the heck are the contract manufacturers going to do? Change the design? Of course not! VTSS's reported backlog will decline, but their visibility won't. lucent is still going to provide rolling 6 month forecasts! It is a short term negative since the investment community lemmings don't understand, but they'll feel stupid when VTSS's growth rate accelerates in the second half.