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Technology Stocks : INTEL TRADER
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To: Intel Trader who wrote (1937)2/12/1998 2:14:00 PM
From: Don S.Boller  Read Replies (1) of 11051
 
IT: Re- Gallium Arsenide...............
According to my man Gilder - "SiGe has the potential to
seriously compromise the future of the three GaAs companies
(Vitesse, Triquint and Anadigics) that have been cited in various
reports." "While SiGe will not supplant existing GaAs designs, the single-chip systems of the future will move toward the new
process." BWDIK
Best,
Don
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