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Vitesse Semiconductor Corp. Message Board

  • eaterofturkey eaterofturkey Aug 15, 2013 12:14 PM Flag

    Strength at VTSS Customer: Cisco Meraki

    From CSCO call:
    "We were particularly pleased with the performance of our cloud networking business, based upon our acquisition of Meraki this quarter, which grew orders over 100% from the prior quarter with an order run rate now annualizing Q4, of over $250mm
    o This speaks to the power of industry-leading technologies, in this case acquired, integrated into an architecture accelerated by a world-leading channel organization"

    Sentiment: Strong Buy

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    • This confirms CRG's comments from the CC. The 800 pound Gorillas are starting to ramp! the question could be will Vitesse be able to keep-up. The scenario of Juniper, Cisco, HP, LU, ZTE, Huawei, Eric, and many others pounding our little company can be quite daunting; But what a sweet headache.

      I've stated in the past that time will come when many of us will gladly line up to give CRG hugs and kiss'es, I still hold to that belief. Cgr, Nuss and friends have indeed brought the right products into existence, the harvest is starting and OH, how sweet it's going to be!!!!!!!!!!!

      Perhaps 66 million in new products sales in the next twelve months is a better number daWiley1, then again it would still be "BREAK-EVEN."

      peace

      Sentiment: Strong Buy

 
VTSS
5.280.00(-0.09%)Apr 17 4:00 PMEDT