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Technology Stocks : MRV Communications (MRVC) opinions?
MRVC 9.975-0.1%Aug 15 5:00 PM EST
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To: Ronald D. Stange who wrote (6499)12/16/1997 5:03:00 PM
From: Dan Spillane   of 42804
 
(Related topic) I have also removed Vitesse from my "list", like George Gilder did. I didn't do this just because he did. The kicker is that SiGe (unlike GaAs) apparently "fits in" much better to the existing silicon-based semi fab industry -- a big plus. SiGe is also supposed to be faster, and run with lower power in some applications. And apparently, it is hoped that is cheaper to make.

...what finally turned me into a "VItesse bear" was that the co. (apparently) is trading at a premium based on the future potential for GaAs. And, SiGe is apparently being utilized for a key chip in a product targeted for Feb. '98. So why the premium on Vitesse? Anadigics and Triquint (in this same area) have been hit hard supposedly because of exposure to wireless in Asia...but I think it is really because GaAs will come under extreme price pressure as early as next year. That's because some of the first SiGe chips are targeted for wireless handsets at that time.

If it is true that SiGe is an "extension" to standard silicon fab (i.e., use much of the same fab methodology), I wonder whether companies like LSI and VLSI are worth looking at...? It would seem to me the tables could be turned here.

For you MRVC guys, there is one related point. It would seem that existing silicon-based switching products (like MRVCs) could be getting a real boost from SiGe chips sooner rather than later. That is, I expect the same advanced silicon designs used in MRVC's (and other cos) ASICs could be easily mapped to SiGe.

Dan
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