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Technology Stocks : Vitesse Semiconductor

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To: Beltropolis Boy who wrote (3095)11/11/1999 2:29:00 PM
From: JK  Read Replies (1) of 4710
 
Chris, Do you have an opinion on where VTSS stands with regard to GaAs and SiGe? Do you think any of their acquisitions in the last year will set them up for using both technologies one or two years down the road?
It seems apparent to me that GaAs has the right characteristics for their products now. I would like to believe that a great management team would be planning to move to the next hot technology well in advance.
Thanks.
- jk
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