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Technology Stocks : Anadigics(ANAD) - Is anyone following this Company? -- Ignore unavailable to you. Want to Upgrade?

To: ForYourEyesOnly who wrote (274)	12/22/1997 1:38:00 PM
From: Stu Bishop	Read Replies (1) \| Respond to of 1079

To all, I too have been watching the discussion of SiGe vs GaAs, and would like to add my two cents. 1. What is important is a) what a chip does and how well it performs, b) quality, as in how durable, reliable, etc, and c) its cost from this, in general, a measure of value can be developed. A customer should consider these factors in selecting a vendor for its chips. In other words, the customer shouldn't care what materiels are involved, or contained, in the chip. 2. So far I've only heard that in theory, or in concept, SiGe chips have inherent advantages over GaAs. BUT, where are these chips? A nonexistent chip cannot be a threat. I'm seeing predictions that these chips will go into production soon. OK, who's producing them? 3. Maybe Anadigics will produce SiGe chips. A good company is not married to a given product, process, or materiel. A good company adapts; a good company seizes opportunities; a good company leads the way. Example: MIcrosoft embracing the web (cofounder of MSNBC) after being just a PC software company. Why do we assume Anadigics is going to sit idly by and let competitors crush them with a new wave of superior SiGe chips? So lets get real. Let's stop talking in such nebulus fashion. Example: There's a freight train a comin an it's name is SiGe. Specifically: Who is going to manufacture these chips? What fabs will be used? And when does the production line get turned on? What products will use the chips? Who are the customers? Otherwise, we could probably read the semiconductor research that goes on continuously and find many more promising materiels and processes which potentialy could threaten Anadigics' future. Later . Stu B