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Technology Stocks : Semi Equipment Analysis
SOXX 306.28-1.0%Dec 4 4:00 PM EST

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To: Zeev Hed who wrote (6400)10/22/2002 7:53:06 PM
From: Mark Adams  Read Replies (1) of 95525
 
Zeev,

Thanks for your perspective. I happened on a dated paper that explains the CMOS erosion of the IF/RF space.

In the case of RF circuits, the smaller channel lengths translate into higher operating frequencies for the transistors. This allows CMOS analog circuits to move up the transceiver chain towards the RF carrier frequency.

ee.ucla.edu

Would be nice to see a current update of Figures 3 & 4.

One comment on the VTSS call, was something akin to 'We have working technology for 40Gb/s, but there is no market interest for it yet'.
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