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VTSS Investor Forum

Does Vitesse have answer to an Insecure cyberspace?

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Intellisec, Intellisec,

The design win I was talking about here is a win we actually claimed probably six
months ago, but we only shipped silicon on last quarter was our latest generation
of carrier, both one and ten gig PHY with both 1588, our VeriTime technology,
and our Intellisec, MACsec technology that we introduced just a quarter or so
ago. It's one of the largest tier ones. This particular design, both the gig and the
ten gig might ship $1 million or $2 million when they peak in revenue, but the
critical part is that that tier one is now adopting our technology, developing
software around us. And we would anticipate that within the next year or two,
we'd probably have 10 or 20 design wins at that tier one.

I expect Crg to revamp his previous forecasts in the upcoming quarters because of the power of INTELLISEC.
Intellisec is our gold laying goose. Intelli is about to have many build software around Vitesse on a worldwide basis.

Small price to pay for peace of mind, Vitesse is about to provide this on an global basis.

Lets stay tuned, I on the edge of my seat...

peace

Posted by GARIF - 11 years ago

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I agree with you Garif that VTSS is in a product sector with tremendous potential with Intellisec. I remember years ago a company WAVX (Still hanging on by a thread) that also was positioned in network security applications (TPM), but has been horrible due to poor management and execution.

May their fate not be ours.

Posted by Techinvestor - 11 years ago

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Interesting article, can't help but believe Vitesse parts are involved.
http://www.intomobile.com/2013/11/07/ee-test-300mbits-lte-service-december/

Posted by GARIF - 11 years ago

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Does VTSS have security and timing that can coexist in a small-cell RAN network?

http://www.lightreading.com/mobile/mobile-security/small-cells-exposed!-securing-the-mini-rans/d/d-id/706759?

From reading the article, I came away with the idea that there might be some issues to yet iron out. Mudoi needs to clarify this post haste.

Posted by phobos - 11 years ago

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Any idea on the cost of this ENCRYPTION on the edge of a provider and UN-ENCRYPTION at the Cloud service provider??

Please tell me Vitesse will not be giving away technology again!!!!

Posted by GARIF - 11 years ago

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I am beginning to believe Intellisec will sell with the least of effort.

http://allthingsd.com/20131130/a-new-worm-proves-that-the-internet-of-things-is-vulnerable-to-attack/?reflink=ATD_yahoo_ticker

Posted by GARIF - 11 years ago

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I'm not sure why anyone would believe/disbelieve at this early date (I really hope VTSS has THEE answer), but I would have been interested to hear what Mudoi had to say about VTSS' chances of securing the market, who the competitors are, what are their competing strategies, and why VTSS thinks that they have "the goods". Security on the internet will be very important for commerce. If the NSA wants information about someone, they will get it - Intellisec is not targeted at protecting individuals and organizations from the security state, but protecting individuals and organizations from crime and corporate espionage. Selling people on cloud computing, where the network is the computer, depends upon it. The article I posted earlier left me with a lot of questions (see below).

http://www.lightreading.com/mobile/mobile-security/small-cells-exposed!-securing-the-mini-rans/d/d-id/706759?

Perhaps the earnings call on Thursday will answer my questions.

Posted by phobos - 11 years ago

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My fear with the Mudoi promotion is his lack of dominance of the language; I have watched him struggle trying to get his point across too many times. I know the gang reads our forum, guys CRG/Mudoi, lets sweep aside our pride and deal with this critical matter! tutor 2 hours a week could go a long way...

Too much at stake lets work on refining our English! if only Nuss could do all, the man is smoother than silk. If others agree perhaps we should contact Vitesse with such suggestion.

Once again I do not critique the mans engineering know how but a little more strength in the language be nice.

peace

Posted by GARIF - 11 years ago

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Maybe GARIF...I just thought the interview with "lightreading" left me with more questions than answers. I'm not sure which end dropped the ball in all fairness to Mudoi. We'll know at the close of business in two short days.

Also, there is a fairly spirited exchange going on in the comments section of the article, in which VTSS is participating! There seems to be some issue about when deployment will actually happen. Some say 2014...others say 2015...is this why the share price is sputtering ahead of earnings?

Posted by phobos - 11 years ago | Updated 11 years ago

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12/3: Unfortunately VTSS is selling off on increasing volume prior to earnings this week. Let's hope this is not based on fundamentals- just traders playing their games.

Playing the probability that VTSS will announce something above expectations is probably a losers bet based on their multi-year series of disappointments.

The positive is that the bar has been set so low for expectations, it won't take much to beat.

Posted by Techinvestor - 11 years ago

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I'm starting to think that Mudoi might have stepped on his ---- during the interview. You don't want to hear the marketing guy saying words to the effect that the new hot market the company is selling to isn't thoroughly settled yet. He's definitely not a marketing communications type - providing it wasn't a miscommunication by the reporter.

Less than 48 hours to wait.

Posted by phobos - 11 years ago

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Columbia Pacific has been unloading shares over the last number of months.

as of 9/30/13 Columbia Pacific was left with 1,000,000 shares after unloading 2,087,114 shares.

I would believe that they are unloading the remaining million shares before years end.

Last year Columbia Pacific requested a committee be formed to put a value on the sale of Vitesse. since then, Columbia Pacific has been liquidating their sharebase.

Posted by christ3opher - 11 years ago

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You may be right Christ3opher, but the plunge and the article seemed to happen in close proximity. A large holder selling the remains of their position before year's end is another possibility though. The share price seems to be rebounding this morning.

Maybe I just have a case of the VTSS-bag-holder-jitters. I may have to reach for the Dramamine.

Posted by phobos - 11 years ago

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It's unfortunate there is almost no activity/liquidity in VTSS options that we could use to hedge our long positions.

In the Dec. series there is only an open interest of 25 options at the $ 2.50 Put strike. In the Jan. series there is no activity at all. Feb. has a little activity.

Posted by Techinvestor - 11 years ago

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