I’ve been engaged in constant debate with readers and other investors about my position in Vitesse Semiconductor since disclosing it. Based on reader email, it was one of my more unpopular opinions. I thought it would be appropriate to share my investment thesis from early August with a wider audience.
Are you ready for some Japanese ONU install and hardware pr0n? This is excerpted from research we did on Passave (PMCS).
All photos and component data (click to enlarge) are courtesy of a Japanese web page. I used Google to translate the page – available here. (I don’t think human translators have much to worry about yet). Zoro, whoever you are, thank you.