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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: Tech Bull who wrote (149)	6/26/1999 7:05:00 PM
From: Raymond Duray	Read Replies (2) of 1805

Re: GaN and other semiconducting materials Hi TB and threaders, Thanks for the reply. In particular I was intrigued by your discussion of Gallium Nitride as a high temp semiconductor. For those who are unfamiliar with this compound, I have found the following: eecs.umich.edu news.laboratorynetwork.com risc.rockwell.com news.semiconductoronline.com Regarding the general state of the compound semiconductor industry, I find this website to be a valuable resource to those just getting initiated to this exciting world as well as a way to keep current for the experts among us (among whom Tech Bull is certainly one): news.semiconductoronline.com There is a plethora of useful links on this site. OK, enough for the research end of things. On to the investor's perspective. At present there are a number of startups in the compound semiconductor arena. Here's a good list: compound-semiconductor.com Of particular interest to me is the fact that AMCC is not on the list. Any have a clue as to why that would be? I've just emailed the webmaster there to see if AMCC is off the list for any particular reason. DD takes many forms.... Re: GaAs vs. SiGer: The only area they were strong was in speed but SiGe HBTs have Fts of 100GHz. Visiting the IBM research site I found that they have scaled to 120Ghz in the lab: research.ibm.com Although for production purposes, 40-50Ghz seems to be a practicable, achievable commercial standard. Still, quite an advance on the present state of the art. Tech Bull, you said: I have used AMCCs' SiGe chips for communication boards I am curious, what sort of boards? Is VoIP part of your world? I have in front of me a brochure from Brooktrout Technologies regarding "IP Telephony Solutions". Is this a part of the world you have an interest in? Best, Ry

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