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

To: Pirah Naman who wrote (42321)	5/2/2001 2:56:04 AM
From: Bruce Brown	Read Replies (2) \| Respond to of 54805

Among the communication IC makers, is there really a belief that AMCC is that much better than BRCM or PMCS? I chose that example because those three seem the most similar. Be very careful in studying the IC group. This area is typically called the Communications IC companies. Each semiconductor company plays in a variety of spaces. However, one of the most promising areas of development involves their mission to begin the integration of optics and electronics. 12 main companies, at the present time, participate in various areas within that Comm/IC basket which break down into three sub groups that contain a total of 16 separate niche markets. There are other players, but these are the main 12. They don't all address each and every niche segment, but there is a lot of overlap in the competitive space. Because of all the niches and sub groups within the IC space, it's difficult to contain the group to one player or two players. I wouldn't be surprised if the next decade or two allows one of the smaller important companies from the list to grow into a pretty important powerhouse company. Time will tell. The list is: Agilent Applied Micro Circuits Broadcom Conexant Infineon Intel Lucent PMC-Sierra TranSwitch TriQuint Vitesse BB