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To: SemiBull who wrote (329)	1/31/1998 4:25:00 PM
From: jbershad	Read Replies (1) \| Respond to of 1079

Thank you very much for post. It is not what I thought it was. They are doping the silicon with Ge. Looks very promising. Manufacturing is improved by getting rid of volatile As. But I think Ge epitaxy will not be easy even with this new patented lower temperature process. Cunninghan points the the increasing amount of Ge in junction area is critical. I don't think this is going to be a piece of cake. (Maybe) These are just thougts flying of the top of my head. I am going to research this and talk it over with people that really know the field. Although I am aware of techniques, I don't work in this field. Jerry P.S. The guru I refered to was a stock guru. Who knows nothing. I read his artticles. What you presented looks looks it should be promising. I am very interested.

To: SemiBull who wrote (329)	1/31/1998 5:31:00 PM
From: jbershad	Respond to of 1079

It seems you and I are some of few concerned or interested in IBM development. Chech this out: an 28, 1998 Vitesse Semiconductor Kevin Landis of the Technology Leaders Fund techfunds.com provides the following stock idea on Vitesse Semiconductor (VTSS 40 3/4). Below is the write up. Vitesse Semiconductor designs, develops, manufactures and markets digital gallium arsenide integrated circuits (semiconductors/chips) for telecommunications, data communications, and automated test equipment system providers. "Vitesse Semiconductors are primarily used in communications applications where you are sitting on something called a highspeed bottleneck," says Kevin Landis of the Technology Leaders Fund (which is up 6% year to date in 98), "There are 2 very interesting properties for gallium arsenide semiconductors that make them better in someways than silicon. They use lower power and operate at a higher speed than traditional silicon chips. Gallium arsenide is harder to work with and is more expensive so, you tend to use it only when a silicon chip cannot do the job." Other semiconductor companies are trying to make the kind of chips Vitesse develops using only silicon but it is hard for any chipmaker to accomplish very high speeds without using gallium arsenide. Kevin stresses that Vitesse is the clear leader in their area and the "Only game in town." Another factor that has helped Vitesse is that the communications business is booming, creating excessive demand for their chips. Order backlog and demand has been so strong that Vitesse is building a new semiconductor fab in Colorado and should be fully operational by June of 1998. He believes that they can grow 50% annually for the next 3 or 4 years Kevin modestly points out that if you look at Vitesse's quarter to quarter growth starting from the beginning of 1996, sales has increased on average of about 12% during each period. "The reason why growth has not grown faster is because they are at capacity and are building their new factory in Colorado as fast as they possibly can," he says. He believes that when production starts at the new fab their growth will not be constrained and directly contribute to the top line. When that happens, he looks for top line growth to accelerate in the mid to upper teens per quarter. Kevin admits that Vitesse is great at making their technology fit a need and also expects them to "Ride successive waves of technology" for many years to come. He believes that they can grow 50% annually for the next 3 or 4 years with their stock hitting $60 sometime this year. Previous Page