Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Return to Sender who wrote (2727)	4/12/2002 1:13:37 PM
From: Crossy	Read Replies (1) \| Respond to of 95463

RtS - re: MLTC ok, had some nice conversation with the CEO of IPAG (Germany) and the IR director of Multilink. The more I dig up the fine print details the more I like it.. With their IPAG investment and partnership, MLTC now has access to a "friendly" high.end InP fab for sweet $$$. MLTC is in a better bargaining position vs. IPAG than it was with IBM regarding SiGe.. From my conversation with MLTC'S IR dptmt. I inferred that upcoming Gigabit Ethernet products could easily use photodiodes from IPAG.. Future monolithic integration projects will combine the receiver with InP based electronics on the same chip using monolithic integration thus avoiding the highly-problematic 40Gbit+ interconnection issue.. While MLTC is basically fabless they have access to a "friendly" high end InP fab in which they have some equity stake while not having to support all the expenditure of the startup IPAG. Their exclusive access to IPAG's receiver products is another area that sets MLTC apart from its better known competitors, not enjoying a semi-captive source for detectors tied into their operations. The only mosaic of the puzzle missing is a VCSEL architecture, best would be one that lends itself to InP integration. Maybe one of the next PRs will feature such an announcement. According to IPAG, their technology would allow the integration of a VSEL product. It's just too far apart from their own R&D focus. That means MLTC has to bring this to the table on its own. IF they land a VCSEL deal then MLTC has all the ingredients that make up a transceiver and transponder including electronics. Looks good IMHO CROSSY

To: Return to Sender who wrote (2727)	4/12/2002 1:55:35 PM
From: scott_jiminez	Read Replies (1) \| Respond to of 95463

RtS: Fool that I am... I don't understand/follow/care less about the technical stuff. In fact, it is my heartfelt belief that if I did do Bollinger on KLIC (and 90% of the other equips), I'd be 99.9% schizoid...instead of the 98% currently. When I see AMAT has a p/s of ~7, and KLIC has a p/s of <2, you can tell me anything you want about bands, breakouts, breakdowns, even blowouts, there's absolutely no doubt there are equipment stocks that are grossly overvalued and equipment stocks that are grossly undervalued. All I know is that over the past couple of weeks, KLIC has gone down on extremely low volume (for example, the volume today is ~220K though 1:45PM - avg. daily vol. = ~1.2 mil.) while up days have shown significantly higher volume. This conclusion drawn from this pattern does not require higher, nor lower, math. Nor technical analysis. Just patience for the upcoming upturn. If this is an 'ignorance is bliss' approach, count me clueless. Nothing personal, RtS. I'm just not in the technical choir.