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Technology Stocks : Vitesse Semiconductor
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To: jbershad who wrote (862)8/29/1997 9:00:00 PM
From: Duane L. Olson   of 4710
 
Hi, Jerry! VTSS still gets my strong vote. Perhaps you would care to comment on TQNT and ANAD, and the degree to which you think they could be stong(er) competitors.
Knowing that the GaAs chip process is difficult, how did three U.S. companies (chiefly VTSS) master the process; and why is Korea, Inc, not going to be hugely successful as well? Are the Koreans finally ready to step up to this, higher, level of technical competence? (And I suspect it will take a lot more than knowing what a base and and an emitter are --:-))
Of some concern: Why is VTSS moving sideways when the Russell 2000, and mid/small-caps in general are in an uptrend? just thinking dlo
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