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Technology Stocks : Vitesse Semiconductor

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To: Duane L. Olson who wrote (1230)	2/25/1998 7:44:00 PM
From: The Ox	Read Replies (2) of 4710

A few thoughts about SiGe and ATML. ATML sues VTSS for stealing their employees. ATML then goes out and buys an SiGe outfit. Those on the SiGe bandwagon (before it's even out of the gates) now claim ATML will cut directly into VTSS's market in the immediate future. Hmmmmmm, interesting pattern going on here. VTSS is considered to be a/the leader in it's vertical market. Don't you think that VTSS would be doing everything in it's power to accumulate or attain SiGe technology if they really felt that it will unseat GaAs as the technology of choice? Michael

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