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Technology Stocks : Vitesse Semiconductor

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To: Tom Caruthers who wrote (1188)2/17/1998 10:26:00 PM
From: jbershad  Read Replies (2) of 4710
 
I am not directly in field but I know enough
to tell you, you are not either. If you are
you just don't know enough to make a statement like
that. The design parameters can't be met with
Ge doped silicon. Have you read any articles
on how careful you have to be you have to be
to manufacture Ge doped Silicon. When you are
putting many transistors together on a substrate
your yield is not going to be 70%. This is what
IBM reports for a single chip.

Nobody knows what the intrinsic speed of these
chips are. Can you explain why Lucent is still
buying VTSS, and thinks it has the best products.
Incidently, why don't you do some research? You'll
find ANAD and VTSS don't use GaAs for the same products.
VTSS is improving speed every year.

Anybody can put something together. The design parameters
and proprietary techniques will be hard to come by. As you
know there is a shortage of competent experienced engineering
designers. Chemical Vapor Deposition (CVD) and epitaxy growth
is the easy part. Nobody knows what is going to happen in
10 years, but it doesn't look to me like Ge doped Silicon
is going to put VTSS out of business now or in the seeable
future.

Good luck and good bye.

Jerry
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