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Technology Stocks : Applied Micro Circuits Corp (AMCC)

AMCC 8.450

0.0%

Feb 3 4:00 PM EST

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To: Raymond Duray who wrote (148)	6/26/1999 10:33:00 AM
From: Tech Bull	Read Replies (3) of 1805

Ok, Here it goes Ray, BRCM is going to be king of communication protocol ICs. Some of my friends work at BRCM (and my alma mater is where the founder of BRCM taught) and in my opinion it has some of the best IC designers in the world. BRCM has good partners and solid vision. So buy BRCM irrespective of what happens to VTSS or AMCC. Regarding AMCC vs. VTSS SiGe is clear winner over GaAs MESFETs. This fact is attested by IBMs' push for SiGe. The level of integration you can get in silicon can never be beaten by GaAs folks. The only area they were strong was in speed but SiGe HBTs have Fts of 100GHz. Siemens is another company pushing SiGe. AMCC will have superiority in terms of versatility and product functionality since they can pack more transistors on one die compared to VTSS. OC-192 chips are surely brewing in these and many other companies. But the thing which will distinguish the winner will be the level of customer service and AMCC is pretty good at that. I have used AMCCs' SiGe chips for communication boards. They work very well and are easy to use (documentation etc.) But eventually the management vision will win and right now looks like AMCC has more of it than VTSS. SiC has been touted as good technology for high power applications. But so has been GaN. And I think GaN has more potential then SiC because of it's thermal properties. But these technologies will take a while and in any case SiGe will become main stream technology like CMOS and it will not go away anytime soon. Regarding BRCM vs. Rest of the World (CNXT,TI,INTC etc) I think BRCM is going to be a winner in next two years just because of the momentum they have (among amny other things). Beyond that I doubt even any Semi-analyst can predict will all the vicissitudes of semi-industry. Just my 2 cents. No strings attached! TB

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