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Technology Stocks : Vitesse Semiconductor -- Ignore unavailable to you. Want to Upgrade?

To: jbershad who wrote (1173)	2/12/1998 3:11:00 AM
From: Gold Beach	Respond to of 4710

Thanks for the reassuring article on VTSS chips. I will sleep better.

To: jbershad who wrote (1173)	2/14/1998 12:43:00 AM
From: gilbert h berezin	Read Replies (2) \| Respond to of 4710

To Anyone Does anyone know where I could get the most recent 10 K for Vitesse. I would love to see what they really think the risks to their position are.I'm a shareholder do they have to provide it if I ask?

To: jbershad who wrote (1173)	2/17/1998 2:30:00 AM
From: Tom Caruthers	Read Replies (2) \| Respond to of 4710

Jbershad, It was only recently that a lot of public attention has been given to SiGe. But companies have been working on this for years....not just IBM. For instance, SiGe has been well studied by LU/Bell Labs, and there are several upstarts, most notably SiGe Microsystems in Canada that are commercializing this technology. When they say that SiGe is 4 times cheaper than gallium arsenide, and requires minimal manufacturing modifications, I'd be concerned if I was holding ANAD, VTSS or TQNT. Your "10 years" may come sooner than you think! I just wish I could find a play on SiGe. In anycase, I wish you luck. But investors have a nasty habit of looking way into the future and if they see VTSS/ANAD/TQNT have their days or their gross margins numbered then look out below! JMHO, Tom C. Disclaimer: I have no interest, short, long or otherwise in ANAD, VTSS or TQNT. But I would like to hear some ideas for playing the SiGe craze...semi equipment, semis, etc.