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

To: Wizard who wrote (2473)	4/14/1999 9:11:00 AM
From: Bulldozer	Read Replies (2) \| Respond to of 4710

Hey Wizard Yes in fact I am doing work on it as we speak. Looks very interesting. Small rev base right now, but the combination of encryption and compression in the same chip will allow all sorts of vendors (routers, RAS, Firewall etc.) to save board space and money. Looks like a big play on the VPN market. Although a considerable amount of sales now go to the storage/compression market (particularly to Quantum), looks like encryption will increasingly play a greater role. May be the way to play the info security mkt (everyone else has blown up). Might be a little early and I usually do not like companies that are so small in revs, but definitely one to watch. BD