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Replies to post #15650 on The Black Box

Replies to #15650 on The Black Box
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James Bondage

04/26/04 4:41 PM

#15653 RE: wahz #15650

So what % of business does VTSS get from LU? That is the key question. The weakness had to be attributed to a few in the know. That that the news is out, how does this fundamentally change the VTSS revenue picture going forward?
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James Bondage

04/26/04 4:58 PM

#15655 RE: wahz #15650

I just checked VTSS latest 10Q. Mentions only EMC as an over 10% customer. This downdraft may be overblown. Since they just had a CC on Thursday last week, I would expect that this LU/XLNX relationship is why they didn't guide higher as the street had hoped. I'm sticking to my guns on that one...