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Technology Stocks : Vitesse Semiconductor
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To: Beltropolis Boy who wrote (2234)2/4/1999 8:28:00 PM
From: Amabile  Read Replies (2) of 4710
 
Chris,

A most interesting post on SiGe. I have been looking for some independent player in SiGe and appreciate your point to AMCC. Have been in VTSS for a great ride (bought at $4 and change a few years ago) and expect it to show good growth for at least three more in the Sonet business but...the integration problems with GAs is a vulnerable point which, within my knowledge, has not been resolved for future systems. Will be doing some looking at AMCC. Thx.
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