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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Dr. Id who wrote (6486)9/17/1999 11:09:00 AM
From: James Sinclair  Read Replies (1) of 54805
 
To shift the discussion from Q for a moment, any comments on Vitesse (VTSS). They make a gallium arsenide chip that is highly specialized and used in many telecom applications (I sure that a techie could give a MUCH better explanation of what they do...)

Brief explanation from a techie. VTSS makes chips that make it possible to carry higher bandwidth signals over optical fiber lines. An indirect play on the growth of the Internet, since its going to take these higher bandwidth signals to support all the traffic we'll be generating over the next decade.

Actually, if you're interested in taking a look in this area, you should probably also check out Applied Micro Circuits (AMCC). They make the same type chips, using a different fabrication technology. Do a comparison graph with VTSS and you'll see that the returns on AMCC have been much better over the past 12 months.
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