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


To: Cary Salsberg who wrote (6338)10/21/2002 8:48:35 PM
From: Mark Adams  Read Replies (1) | Respond to of 95525
 
An interesting perspective from the VTSS conf call today.

Apparently advances in CMOS allow it to serve as a disruptive technology with respect to higher speed GaAs designs. GaAs allows a 2-3 yr time to market advantage for select applications, but eventually CMOS catches up requiring a paradigm shift for producers.