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VTSS Investor Forum

Vitesse Semiconductor Hopes Ethernet Strategy Will Aid Turnaround

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Gardner looking somewhat life-like on "The Street":

http://www.thestreet.com/story/12985645/1/vitesse-semiconductor-hopes-ethernet-strategy-will-aid-turnaround.html

Posted by phobos - 8 years ago

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Thanks for link phobos. On the plus side of the ledger CRG made it to the Street.com & indirectly Jim Cramer (Large shareholder).

On the negative, he always talks at a macro level about the industry and IoT and potential revs. (billions & billions), but doesn't give specifics on how VTSS will grow from their piddly $ 25-30 mil quarterly revenues!

Posted by Techinvestor - 8 years ago

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Tech:
There is a reason Gardner doesn't talk about VTSS revenues or give specifics. In both cases there aren't any.

Posted by dlog - 8 years ago | Updated 8 years ago

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It's been 113 days since Raging Billy was put on the board. I guess he doesn't have a "first 100 days" plan.

Posted by dlog - 8 years ago | Updated 8 years ago

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"I was also not impressed. A sperate processor for timing? Are they kidding?"
Looks like Broadcom got caught napping, SiTime which just got swallowed by MegaChips would seem to be a more dangerous foe.

http://www.sitime.com/applications/internet-of-things

http://www.computer.org/portal/web/NGN-Insights/content?g=8150864&type=blogpost&urlTitle=it%E2%80%99s-all-about-timing%3A-why-network-synchronization-matters

"WHAT CAN BE DONE?"
Is Vitesse about to solve this riddle, could this article be at the center of the upcoming Big products announcement?

http://www.cisco.com/c/en/us/products/collateral/ios-nx-os-software/ios-ip-service-level-agreements-slas/prod_white_paper0900aecd806dab49.html

Posted by GARIF - 7 years ago

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Zaky takes safe route focusing on incumbents but notice how Vitesse serves nearly all the areas Zaky talks about,

http://finance.yahoo.com/news/zacks-industry-outlook-highlights-intel-143002297.html

"As environmental issues have become more of a concern today, semiconductor devices are being made to reduce power consumption,,," A for Vitesse

"Very significant among these is the emerging Internet of Things (IoT) market, which has grown on the back of cloud storage and the growing interconnectedness of things." A for Vitesse,

"Intel is also the prime beneficiary of the strength on the cloud/data center/storage/networking side, but ARM and Advanced Micro Devices (AMD-Free Report) are expected to find niches." A for Vitesse, while others are "expected" to find Niches, have we not found ours???

"important drivers here include the need for denser, lower-cost and more secure data centers and networks, and more intelligent network control, leading to the growth of software defined networking (SDN). A for vitesse, we're all over this one!!

"Wireless infrastructure builds (3G, 4G LTE) are driving the communications market. Increasing data volumes and connectivity issues (network congestion, power reliability, privacy and security) drive semiconductor sales." A for vitesse

"Another market with good prospects is automotive, where safety, infotainment, navigation and fuel efficiency requirements continue to drive demand for semiconductors."
A for Vitesse, Crg expects great things from automotive,

This was one mans opinion, what say you??

Posted by GARIF - 7 years ago

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Either or win win for Vitesse,

http://finance.yahoo.com/news/ciena-cisco-power-verizon-vz-181006393.html

And by the way we just happen to have solutions to help you sleep better at night,
"Chambers said he'll use acquisitions, a staple of Cisco's growth in the past, to maneuver Cisco to become the largest Internet security company."
I hope we continue to supply Cisco from the outside and not from within.
" "They are all my customers," he said. making most Vitesse customers also. The beauty of King Kong behind your back.

http://www.usatoday.com/story/tech/2015/01/21/davos-world-economic-forum-cisco-hacking/22108665/

"Financial results wherein both the top and the bottom lines surpassed the Zacks Consensus Estimate.
lets hope Vitesse shares similar news,

http://finance.yahoo.com/news/adtran-tops-q4-earnings-revenues-144002139.html

Posted by GARIF - 7 years ago

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Interesting info re. VTSS on Marketwatch.com. They have 2 indicators:
=======================================
1) Social Sentiment- Based on 1000 tweets ,VTSS rates 79 % bearish comments. As a contrarian indicator maybe this is good.

2) Velocity- Current buzz or mentions within the market. They claim there is a strong correlation between social velocity and price volatility. Higher than 1 indicates higher than avg. buzz.

VTSS is .16

We kind of know VTSS is not exactly in the mainstream of discussion.

Posted by Techinvestor - 7 years ago

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"We kind of know VTSS is not exactly in the mainstream of discussion.''

He who gets in before a company becomes part of "mainstream discussions" often makes the most money...

Posted by GARIF - 7 years ago

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In a world of ubiquitous and immersive connectivity, privacy will be dead, and all crimes will happen in plain sight. The notion of the need for security may be transitional.

http://rt.com/news/225451-internet-disappear-google-chairman/

Posted by phobos - 7 years ago

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