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Technology Stocks : Vitesse Semiconductor
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To: Craig Wilson who wrote (2232)2/4/1999 3:32:00 PM
From: Trader Dave  Read Replies (1) of 4710
 
The most important point in chris's fabulous post was not the technology, but the END market.

In a similar fashion to PMCS over the last several years, Chris observed that VTSS often trades with other GaAs semi vendors. (PMCS often traded with other semiconductor vendors, even if they were pc semi vendors rather than WAN data transport vendors.) That silliness creates opportunity.

If you want to hedge your GaAs bet on VTSS, you should focus on any vendors that are trying to create data communications semis using SiGe chips.

We're in VTSS because of the end market they serve and the demand drivers for that end market. IMO, that's the first metric you should use in evaluating any semi chip vendor.

TD
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