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Strategies & Market Trends : Value Investing

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To: jeffbas who wrote (2656)	12/5/1997 1:23:00 PM
From: Stewart Whitman	Read Replies (2) of 78594

Jeffery, Thanks for the compliment. I see two simple trends. The first is that GaAs (galium arsenide) technology companies have better long term growth prospects (operation at higher speeds), and experience less dramatic changes in demand due to their exclusivity. Smaller companies involved in this area include Vitesse (VTSS), Anadigics (ANAD) and Triquint (TQNT). The second trend is toward more highly integrated chips ("System-on-a-chip"). Inevitable because it reduces cost of product so dramatically. I think that it may take some time to actually become popular because of the engineering skills required (perhaps picking up toward the end of 1998). LSI Logic (LSI) is well positioned in this area. If I recall correctly, VLSI Technology (VLSI) also has some technology. Toshiba & some other large Japanese companies are also heavily involved. I don't see any pure Graham-style value plays at this point, but I haven't really been looking hard. I have very little experience with regard to accurately timing the market. You may be able to look for a pickup in the EDA vendor Synopsis' (SNPS) market should system-on-a-chip take off. Stew

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