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Technology Stocks : Vitesse Semiconductor -- Ignore unavailable to you. Want to Upgrade?

To: JK who wrote (3102)	11/11/1999 3:06:00 PM
From: Beltropolis Boy	Read Replies (1) \| Respond to of 4710

jk. sure, i've got an opinion, but frankly, i believe you'd find Tomasetta's words more reliable (even if they're over a year old): Message 5867455 even AMCC's CEO, Rickey, has acknowledged that they only employ SiGe in triage: "[D]o everything that's humanly possible in CMOS. When CMOS can't get you there, do it in Bipolar. And if Bipolar can't do the job, then utilize SiGe." bottom line, relatively to GaAs, it's still an immature technology. however, don't get me wrong, that has not stopped AMCC from devoting a good chunk of their R&D to SiGe (e.g., 10 gigabytes per second in the WAN). similarly, nor has it discouraged VTSS from outsourcing CMOS to IBM -- now 8% of revenue in Q4. regarding their acquisitions over the last year, they were each small specialized outfits: Vermont (WAN semis), Serano (fibre channel and SCSI) and Xqati ("network processors"). nothing to do with SiGe (as far as i know). for the record, i'm long AMCC. hopefully, TDozer will jump in here and slap me around where i'm off base. hope this helps, -chris.