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VTSS Investor Forum

Top Tier 2 Telcos to Bring New Marketshare

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http://www.fiercetelecom.com/story/tier-2-telcos-hunt-new-fortunes-wireless-backhaul-segment/2013-07-09

if you go back far enough, there are many connections between each of the two companies and Vitesse.

new marketshare will be bringing in new revenue.


The two companies they speak of are: Frontier and Fairpoint

great to see that the telecom market is finally experiencing expandable strength, adding a new wave of marketshare in the direction of Vitesse.

Posted by christ3opher - 11 years ago | Updated 11 years ago

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It is a great leap of faith to assume VTSS will actually sell into these expanding opportunities. They haven't shown they can sell anything, anywhere, or anytime.

They've only been good at decreasing operating costs, some IP revenue, design wins, but never do we see an actual substantial sale.

Posted by Techinvestor - 11 years ago

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Meanwhile: AMCC is up 15% today 6/15/13, at $10 81 per share.

Posted by dlog - 11 years ago

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I guess upgrade due to potential business for X-GENE chip did the trick.

Day of reckoning for VTSS- Earnings announcement Tues. (Aug. 6) 1:30 PDT.

Posted by Techinvestor - 11 years ago

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AMCC now at a Price/Sales ration of 3.4. VTSS at something closer to 1.0 - 1.3 I don't know that i could make a case that VTSS should be at parity but if VTSS can show some revenue growth there is plenty of room up from here.

SELL SOMETHING.

Posted by dlog - 11 years ago

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http://www.datacenterdynamics.com/focus/archive/2013/07/cloud-and-virtualization-push-need-new-networks

"91% of the industry said their current IT infrastructure requires upgrades to meet new networking requirements."

"data center operators are trying to deliver services using 20-year old technology"

"51% plan to roll out ethernet fabrics in the next year."

many opportunities for Vitesse!

Posted by christ3opher - 11 years ago | Updated 11 years ago

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Upgrading one's smart phone does not have the allure it once did.

http://www.zerohedge.com/news/2013-07-17/golden-age-smartphones-ends-upgrade-rates-tumble

Perhaps the service providers need to sell that lte smart phone connected to an actual lte network in order to offer the next generation of apps. "Build it and they will come!"

Posted by phobos - 11 years ago

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christ3opher- Why can't you be part of VTSS Sales/ Marketing Group! They could really use your help.

Posted by Techinvestor - 11 years ago

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Here is a recent story from the LA Business Journal regarding the so-called turnaround of Vitesse.


http://www.labusinessjournal.com/news/2013/jul/15/chip-makers-turnaround-flips-switch-wall-street/?page=1&

very interesting and a little odd on how Mr. Gardner actually sees things playing out.

then again, Vitesse is now a start-up company.

Posted by christ3opher - 11 years ago | Updated 11 years ago

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SC 13G filed on July 19, 2013

Looks like another partnership of funds have found an interest in Vitesse.

Rima Senvest Management LLC of Delaware, is the owner of 4,820,330 shares of Vitesse stock, a 8.93% ownership.

** ownership now at 5,094,054 shares, 8.9% ownership

along with

Richard Mashaal of Canada, is the owner of 4,820,330 shares of Vitesse stock, a 8.93% ownership

** ownership now at 5,094,054 shares, 8.9% ownership

and

Senvest Master Fund LP of the Caymen Islands, is the owner of 2,820.330 shares of Vitesse stock, a 5.22% ownership.

** ownership now at 2,988,564 shares, 5.2% ownership

I wonder if Columbia Pacific has been continuing the liquidation of their holdings since the shareprice did not move up much this week.

** wouldn't be suprised to see Columbia Pacific filing their completed liquidation very soon.

** August 9, 2013 update

Posted by christ3opher - 11 years ago | Updated 11 years ago

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