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Technology Stocks : Vitesse Semiconductor

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To: Alex A. Goldstein who wrote (216)	9/30/1996 8:07:00 PM
From: SI-Shark	of 4710

Alex, VTSS has four main sources of competition. - Anadigics ( ANAD ) & Triquint ( TQNT ) other GaAs fabs - Internal GaAs facilities ( TXN, NEC, Fujitsu, MOT ) - RFBICMOS processes (TXN, GEC-Plessey, MOT, Philips ) - CMOS(0.3-0.25u) (LSI, IBM, AT&T Micro, NEC) CMOS and BiCMOS solutions have just started to get into the 1 to 2 Ghz area. This will mean that the area of Gigabit ethernet and 900Mhz cell phones as well as some of PCS markets can now be done in silicon. Obiviously markets still exist for higher performance GaAs solutions but the question is at what volumes? In my opinion Silicon solutions will always be a year to two behind that which is possible in GaAs, assuming the same processing equipment. Where silicon wins out is in the simplicity of processing which enables silicon wafers to be processed cheaply and the high yields ahieved in Silicon. GaAs has no natural Oxide or Nitride so it is difficult to do simple masking and cleanup steps. Along with this GaAs has higher wafer defect problems than silicon due to latice mismatch problems. Anyway got to go. Regards Si-Shark

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