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VTSS Investor Forum

Vitesse Delivers SDN/NFV-Ready Turnkey Solution

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http://investor.vitesse.com/releasedetail.cfm?ReleaseID=888044

This is starting to seem like the perfect storm, but in a good way.

Posted by phobos - 8 years ago

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VTSS is filling the aisles with new products- maybe they need to have a holiday "Blowout Sale" even at a loss to move some inventory.

Posted by Techinvestor - 8 years ago

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Actually Tech, It looks like many are lining up for her products! where ever Timing is needed Vitesse seems to be the choice of the wise... Timing is said to be important!!
Notice how many of the new products are derivatives of earlier products,the company simply adds more capabilities etc. Vitesse continues to milk every ounce of life from R&D.

Posted by GARIF - 8 years ago

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I would think VTSS is on life support by now. They may be lining up for products, but sales aren't being rung up at the register!

Posted by Techinvestor - 8 years ago

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It has been my suspicion for the past 5 years that the "new products" coming out from R&D are not new products at all. They simply replace or update current products, do not expand or increase the customer base, increase market share or anything else. It's changing the color of the paint on the automobile and calling it a new product. I am not an EE but I can read an income statement. I have never seen a company spend so much on R&D and get so little in sales. Where are we now? 7 years of R&D and no incremental sales and infact sales are and have been declining? Awful, and yet no accountability whatsoever. Gardner should be fired on this alone.

Posted by dlog - 8 years ago

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from 2012 annual report,

Our customers include leading networking original equipment manufacturers (“OEMs”) and original design manufacturers
(“ODMs”) worldwide such as Accton, Alcatel-Lucent, Ciena, Cisco Systems, Dell, IBM, Ericsson, Fiberhome, HewlettPackard,
Hitachi, Huawei Technologies, Juniper Networks, Meraki, Nokia Siemens Networks, Tellabs, ZTE, and ZyXel. As of
September 30, 2012, we operated domestic design centers at our headquarters and in Austin, Texas and four international
design centers in Denmark, Germany, India, and Taiwan.




from 2014 annual report,

Our customers include original equipment manufacturers (“OEMs”) and original design manufacturers (“ODMs”) in our core Carrier and Enterprise markets, as well as a fast-growing base of customers across an increasingly diversified range of markets defined within Industrial-IoT. In fiscal year 2014, we had over 500 customers worldwide, nearly 300 of which purchased our new products. Our customers include leading networking OEMs such as Alcatel-Lucent, Ciena, Cisco Systems, Dell, Ericsson, Fiberhome, Hewlett-Packard, Juniper Networks, Nokia Networks, Samsung, Tellabs, and ZTE; ODMs such as Accton, Delta Networks, Pegatron, and Rubytech; Industrial networking vendors such as Belden/Hirschmann, General Electric, Kyland, and Moxa; as well as many integrators, contract manufacturers, and sub-contractors in the Industrial Process Control, Smart-Grid Energy Distribution, Transportation, and Factory Automation sectors. Lastly, we count leading processor and specialized system-on-a-chip (“SoC”) IC companies as customers of our Gigabit Copper physical layer IC (“Cu PHY”) and Ethernet switch engine Intellectual Property (“IP”) cores.

Posted by GARIF - 8 years ago

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Any one remember how Cisco divorced/minimized business with Vitesse after the internal issues?? fast forward "5 years" and Cisco is a "15%" customer of Vitesse!!!

Posted by GARIF - 8 years ago

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That's an impressive list of customers- they must be buying 1 chip each considering sales figures.

Posted by Techinvestor - 8 years ago

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VTSS reaches from layers 1 & 2 into layer 3 of the network:

http://www.vitesse.com/products/product/VSC7436

http://www.lightwaveonline.com/articles/2014/12/vitesse-offers-sdn-nfv-enabled-carrier-ethernet-ic.html

http://www.policychargingcontrol.com/3458-vitesse-unveils-carrier-ethernet-ic-with-sdn-nfv-service-automation-capability

...it's getting interesting.

It makes an awful lot of sense to take the burden of control over the increased (by orders of magnitude) flow of traffic off of the central routers and put the intelligence at the periphery of the network. Wouldn't it be an interesting strategy to devour the network from the edge to the core.

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

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When Cisco said, " Placing analytical functions at the edge of a network can help winnow the stream of data from distributed devices that would otherwise be too large to handle, the company said." I said Vitesse just hit the jackpot!! our products fit into this vision beautifully.

May you live in interesting times! said the man of wisdom. i think Vitesse time has finally arrived. Tech, they might start exceeding the #1 product per customer... stay tuned old friend.

Posted by GARIF - 8 years ago

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Cramer is hot on semiconductor stocks, especially Cypress (CY). He indicated that small semiconductor stocks will be bought out or merged- those that don't won't survive.

Come on BM- make a move.

Posted by Techinvestor - 8 years ago

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Chart tells it all. Pennant formation: $ 3.80 support and resistance at $ 4.03.

http://finviz.com/quote.ashx?t=vtss

Posted by Techinvestor - 8 years ago

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This is very interesting. Traditionally, the season of portfolio re-balancing has been a bad time for VTSS. Not this year-end. Interesting.

Posted by phobos - 8 years ago

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Vitesse continues to help shape the future,

http://finance.yahoo.com/news/vitesse-cto-elected-atis-board-130000427.html

Posted by GARIF - 8 years ago

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In John Chambers (CEO Cisco) interview yesterday on "Mad Money" he highlighted IoT as a $ 19 trillion business over the next decade.

Can we just get a sliver of this business, please!

Posted by Techinvestor - 8 years ago

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