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Technology Stocks : Vitesse Semiconductor

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To: Dan Spillane who wrote (280)	11/13/1996 12:32:00 AM
From: Mark Nelson	of 4710

Dan, If I may interject a word or two... In your reply to SI-Shark you stated: Number one and two above explain why GaAs is growing far faster than Silicon. Number one: 1) The two elements (Gallium and Arsenic) have been around even longer, like billions of years, perhaps even in naturally-bonded form. It's what you DO with these that is important....Silicon has been around about the same amount of time. Uhuh. Right. Geology explains it real good. Re: growth If you have a penny it only takes a penny to double your worth. Growth rates can look great if your small to begin with. To say that GaAs is growing faster than silicon reflects the small (read niche) size of GaAs technology compared to silicon technology. I must admit, you have left me unconvinced. On the other hand, SI-Shark did bring up a good point. If GaAs is as difficult to work with as he states, it doesn't take a rocket scientist to see that there are some potentially major drawbacks to the economics of GaAs fabrication. I'd rather be short VTSS at this point. Onward.... Mark

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