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Technology Stocks : Vitesse Semiconductor
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To: OldAIMGuy who wrote (2244)2/6/1999 4:03:00 AM
From: Eye  Read Replies (1) of 4710
 
more SiGe comments

I am also interested in SiGe and believe there is plenty of room in the communications market to accomodate another player, albeit a direct competitor to VTSS. I like AMCC for this. They have licensed the SiGe technology from IBM and I believe they have plans to build their own dedicated fab for SiGe in the near future. The main reason I like AMCC for this technology is that they will be addressing the "high-end" market, not the "jellybean" market like the TQNTs and ANADs et al.

I took a modest position with AMCC (similar to the one I took with VTSS in 94) to "hedge" this technology. SiGe already has proven advantages for "jellybean" products ... the risk, IMHO, is to take it to the high-end market (like what VTSS did to GaAs)

I trully expect this to be my second 10+ bagger

good luck

p.s. thanks for the book ref. i will definitely look into it.
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