Hi Raymond,
Thanks, TranSwitch (TXCC) is pretty much in competition with AMCC as far as SONET/SDH and ATM. They use a BiCMOS process, TI does their foundry work as well as a Taiwanese foundry. They have both been up dramatically this week, like me, people seem to want to own both. I'm just sorry I got in so late, but circumstances forced me to wait until last week to invest. Better late than never, I suppose. I was also looking at VTSS, ANAD, TQNT, and GALT as well. Was just reading VTSS's 10K, they are claiming speed advantages of GaAs over other processes, but what the heck, they're going to claim an advantage over the competition. Right now the market seems big enough to support all of the players.
Happy to be here,
Obe |
