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Technology Stocks : Vitesse Semiconductor
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To: Dan Spillane who wrote (571)4/21/1997 5:54:00 AM
From: Michael Lilja   of 4710
 
Dan I have to disagree with your interepretation on this:

<<< (They mean SILICON, not GaAs. Combined with the above statement, we can see that GaAs becomes more and more of a *requirement* in order to support the 'law of telecosm'. In short, it's Vitesse's GaAs circuits which *allow* gigabit, multi-gigabit, and of course terabit bandwidths...as is the case with WDM).>>>

My read on Gilder's article is that ALL transistors (including GaAs) are slow relative to the speed of a all photonics network. His point being that the creation of an all photonic net, including photonic switches, will in the next few decades, decend in stages from the major national backbones all the way to the "desktop". The most significant opportunity being the residential entertainment/computing center "desktop". This will take time (as in more than you think) so I wouldn't overhaul the portfolio tomorrow based on the article.
IMHO
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