Internet Explorer 6 is currently not supported. Please consider upgrading your browser to Internet Explorer 7. It's free.
Internet Explorer 7 Download

VTSS Investor Forum

Replies
22

+1
0 Votes
-1

Brave new world, the much maligned(most deserved) CRG along with the gold piece of the operation(Nuss) have put Vitesse in the SWEET-SPOT again. I just hope,hope our great grand kids will not find the need for Sarah Conner and son.

http://www.industrialinternet.com/blog/customer-service-in-
the-age-of-the-industrial-internet/

http://www.industrialinternet.com/blog/industrial-internet-a-top-tech-term-to-know-in-2014/

http://www.industrialinternet.com/blog/the-industrial-internet-the-connected-batteflield/

Posted by GARIF - 9 years ago

+1
0 Votes
-1

BRCM buying Renesas LTE for $ 164 mil (More than VTSS market cap).

BRCM will also benefit from Sep 10 Apple announcement of iPhone 5s.

Let's see- BRCM buying companies bigger than VTSS and in bed with Apple, and VTSS is chasing around Alcatel Lucent to make a few pennies!

Posted by Techinvestor - 9 years ago

+1
0 Votes
-1

Techinvestor,

I am suprised why you are still here.

you stated you sold your position a few months ago.

it looks as though you ought to be buying BRCM.

BRCM and Apple are both buying Vitesse products

Posted by christ3opher - 9 years ago | Updated 9 years ago

+1
0 Votes
-1

broadcom is scrambling playing catch-up! good luck to her.

Interesting how Vitesse with all her problems still managed to out maneuver some of her competitors(mindspeed broadcom and even Amcc I would say.

Good news from Ciena equals good news for us.
Nice piece on another Vitesse customer.

http://www.investopedia.com/stock-analysis/090413/ciena-roll-carrier-spending-picking-cien-csco-vz-cyni.aspx?partner=YahooSA

http://seekingalpha.com/article/1660652-cyan-looks-to-bring-the-green?source=yahoo

Posted by GARIF - 9 years ago

+1
0 Votes
-1

Did sell VTSS position during July surge, but bought back in early August. I do believe VTSS is undervalued and hopefully someday will provide a good return for all of us.

Do believe in BRCM also- sold Nov 24 Put options and bought stock recently.

Posted by Techinvestor - 9 years ago

+1
0 Votes
-1

As we wait for the fiscal year to end and the subsequent full year report I notice a couple of things. One, if VTSS is to hit the IP revenue target of 8%+/- of total revenue it will have to have a great big contract signed before september 30. As of June, IP was 2.6% of total revenue.

and secondly with the reporting of full year numbers for fiscal 2013 VTSS will have preserved its unbroken string of (at least) 5 years of revenue being lower than the year before.

Numbers are getting so low that it will take a very concerted effort to continue this string in to 2014.

Posted by dlog - 9 years ago

+1
0 Votes
-1

VTSS is in the process of moving to new facility in Camarillo- I wonder what hit there will be to numbers this quarter for this??

Posted by Techinvestor - 9 years ago

+1
0 Votes
-1

Lets hope this doesn't mean we will have a VTSS revenue push out to late 2014. And does anyone really have confidence the "late 2014" revenue growth will happen. We have heard this now for the past 3 years at least. It's the wave that never comes.

Posted by dlog - 9 years ago

+1
0 Votes
-1

Apple getting close to being added to the Vitesse sweetspot: China Mobile's TD LTE Network.

http://www.fiercewireless.com/story/sprint-and-china-mobiles-25-ghz-td-lte-left-out-apples-new-iphones/2013-09-10

also,

Alcatel Lucent, or should I say, according to "Techinvestor" description of Alcatel Lucent as being a piss poor, pissy little company.

has actually just signed its largest ever 4G LTE agreement in western Europe.

http://exelixisnet.com/2013/09/550/

give them some credit

Posted by christ3opher - 9 years ago | Updated 9 years ago

+1
0 Votes
-1

lackeygarrett • 10 hours ago
0users liked this postsusers disliked this posts0Reply
FYI: Apple iPhone launch underwhelming, but rounds off global LTE support nicely
As the furore settles down over yesterday’s Apple iPhone update we can take a quick look at the news and specifically what it means from an LTE perspective.

Two new phones were launched and while are clearly very solid offerings, no wheels were reinvented, and as such, it was a little underwhelming, at least from an iPhone 5 owner’s perspective.

The iPhone 5C is essentially an iPhone 5 in a plastic shell, available in more colours and the 5S is essentially a faster version of the iPhone 5, thanks to a new 64-bit chip capable of taking advantage of the 64-bit iOS7.

The ‘budget’ iPhone angle that analysts were predicting also failed to come true. The 5c is still a £469 phone SIM free – which hardly makes it likely to appeal to developing markets.

The good news though is that both phones though are capable of taking advantage of more LTE bands that any other smartphone in the world right now. There are five models of each to choose from depending on region.

This is essentially as Apple has to make a choice as to which LTE frequencies to support, as with 40 LTE bands currently employed round the world supporting them all at once would mean a battery life of around five minutes.

Amazingly, despite the extra bands now available Apple has said that the battery life for LTE browsing is 10 hours – up two hours from the iPhone 5. A grand achievement that in no doubt due to the improved power efficiency of the LTE modem chip, likely (but not confirmed) to be a Qualcomm MDM9625, and the larger battery, thanks to the internal jiggery pokery redesign inside.

This means it will also support slightly faster theoretical LTE speeds of 150Mbps down and 50Mbps up, though only a few operators around the world are deploying the bandwidth to deliver this faster LTE experience. Apple certainly hasn’t made anything of the faster possible speeds, and to my mind made too little of the battery life.

One thing that neither new iPhone supports is LTE Advanced – one would image that this will be likely coming with next year’s iPhone 6.

Looking at the specs it’s clear the new iPhone’s round things out nicely for the UK- with both phones working on all operators, with Band 20 800MHz digital dividend supporting Vodafone and O2 along with the Band 3 1800Mhz support carried over from iPhone 5.

There was some confusion due to Apple not listing O2 on this page, by that seems to have been cleared up by O2. Both phones will work fine.

Interestingly, it seems that US models also support this frequencies, raising the possibility that if you buy an unlocked phone in the US, you’ll be able to put in a European SIM and use it for LTE. As the European models won’t support the US frequencies that won’t be possible the other way round, and roaming on LTE using the US LTE networks is of course a different kettle of fish.

The remaining issue is China. Apple was happy to boast of the fact that it was launching in China for the first time, but it did not include the countries on its LTE support page. However, Model A1530, does list support for TD-LTE Bands 38, 39, 40, which will be used by China Mobile. A tie up between Apple and the largest mobile operator in the world for LTE would be huge news, and Apple’s omission from mentioning this implies a deal is still being worked on.

When it happens, Apple won’t be able to hear the complaints of how it hasn’t moved the game on enough, for the noise of all the cash rushing in from the east – budget iPhone or no budget iPhone.

Posted by GARIF - 9 years ago

+1
0 Votes
-1

Garif,

Broadcom acquisition of Renesas is a big question mark for me. If Renesas had the technology, but not the vision, and Broadcom had the vision, but not the technology, could this be trouble? I would be interested to see if anyone addresses this as a concern during the up-coming investor conferences.

Posted by phobos - 9 years ago

+1
0 Votes
-1

i just wasted 30 minutes on a post here on Renesas - -cause i did not copy and paste before hitting submit - -notice came up saying i did not have authorization - -

bottom line REN bot by BRCM from NEC and other Japaneses corps is losing money and revs same as VTSS - -good luck - -buying for microprocessor with low power line and maybe E memory play - - they are not any more comp to vtss than brcm has always been - -will be 12-24 months before any real carrier threat from the combo of catalogs - -vtss is winning 50% of bakeoffs - so let em try to catch up - - rather have QCOM than BRCM for next 24-48 months. dW1

Posted by daWiley1 - 9 years ago

+1
0 Votes
-1

I read a few articles in the past couple of hours and I'm now not sure that BRCM/REN is any kind of direct competitor. It seems like this is a handset processor product/market - that also happens to comply with LTE. I don't think the markets that VTSS is currently attempting to exploit are currently of a size to entice a BRCM. And this is a GOOD thing.

Posted by phobos - 9 years ago

+1
0 Votes
-1

VTSS good trading stock today (9/16). Good volume (400k + shares) and surge to $ 2.96 and retrace to low $ 2.80s.

Posted by Techinvestor - 9 years ago

+1
0 Votes
-1

With move from Camarillo facility to new building (Hopefully at a lower cost) it appears the employees should brace themselves- they'll probably be working out of their cars/vans next.

Posted by Techinvestor - 9 years ago

+1
0 Votes
-1

The business park they are in is almost empty - -Power One (pwr supplies) is across the street. sure they got a better deal - -and no they won't be working out of cars/vans next.

no other semiconductor corps for many miles from camarillo.

maybe they work from their boats in oxnard or ventura marina tho!! crg can work from home up in ojai - - - - and fewer of them all the time -as VTSS outsourced testing to asia and many design jobs. i used to go up an check on em - - they had several buildings at one time - - pretty place with a nice mtn to the west --saw a hang glider land near my car - -nice mtn bike trails too. move will be easy - -no test equipment - -few benches, scopes - -puters - - no heavy lifting for fabless designers. they speak today - -maybe we get lucky and hear of a bond deal.

Posted by daWiley1 - 9 years ago

+1
0 Votes
-1

Thanks daWiley1 for the info and the heads up on on communication today!

Posted by Techinvestor - 9 years ago

+1
0 Votes
-1

The article mentions the usual suspects Marvell and Qualcomm nibbling at broadcom; I am of the belief Vitesse has been grabbing some of those sockets too. Who ray for VeriTime!!

http://www.fool.com/investing/general/2013/10/15/is-broadcoms-core-business-at-risk.aspx

Posted by GARIF - 9 years ago

+1
0 Votes
-1

New VP of Product marketing announced by CRG. This is a change long overdue and hopefully will improve VTSS's marketing efforts.

http://finance.yahoo.com/news/vitesse-names-uday-mudoi-vice-120000200.html

Posted by Techinvestor - 9 years ago

Leave your Reply

Login or Create an Account to post reply.