SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Vitesse Semiconductor
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Marie Meyer who wrote (657)5/29/1997 8:24:00 PM
From: Mark Willis   of 4710
 
Thanks for your input Marie.

I forgot to mention that RF Micro Devices Inc. (RFMD), another GaAs chip maker, is supposed to join the ranks of the publicly traded this week. The lead underwriter is Montgomery followed by H&Q, and then Oppenheimer. Supposed to offer 2.5M shares at $11-13.

rfmd.com

sec.gov./cgi-bin/srch-edgar?rf+and+micro+devices

It would be worthwhile to surf their web page and SEC documents if only to shed some light on the business plan, business risks, and competition within the GaAs field.

I am NOT advocating RFMD as an investment, only trying to generate some discussion about the GaAs players.

Marie, could you comment on the characteristics of both VTSS's Submicron High Integration GaAs Technology or H-GaAs(TM) process versus the GaAs Hetero Junction Bipolar Transistor or HBT process of TRW's. It appears that RFMD relies upon TRW's process and wafers do produce some of their product.

Thanks!
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News