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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: James Sinclair who wrote (6488)	9/17/1999 11:26:00 AM
From: LJM	Respond to of 54805

<<Actually, if you're interested in taking a look in this area, you should probably also check out Applied Micro Circuits (AMCC). They make the same type chips, using a different fabrication technology. Do a comparison graph with VTSS and you'll see that the returns on AMCC have been much better over the past 12 months>>> Another note on the above. George Gilder promotes that the SiGe fabrication(AMCC)process will overtake/replace Gallium Arsenide(vtss)going into the future, from a cost and speed standpoint. FWIW LJM