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To: OldAIMGuy who wrote (3919)4/6/2001 3:12:20 PM
From: JakeStraw  Read Replies (1) | Respond to of 4710
 
I've been hearing the next big thing for VTSS will be Indium Phosphide (InP) chipsets. Anyone else heard anything?



To: OldAIMGuy who wrote (3919)4/6/2001 7:38:37 PM
From: semi2000  Respond to of 4710
 
Hi Tom,

I think current glut or capacity problem is also telling there is other side of coin. That is demand will cause VTSS and likes to shoot big time when inventory is reasonable and development period is anticipated. These specialized ic makers will come back big time as time to market is still number 1 enemy to all techies. I feel more than confidant that DCA will certainly make me feel 'I used this downturn for my benifit'.

Best luck