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

To: Tom Caruthers who wrote (1188)	2/17/1998 12:37:00 PM
From: Stewart V. Nelson	Read Replies (2) \| Respond to of 4710

Tom Here is another opinion by someone who is very knowledgeable. Message 3445978 Regards Stewart V. nelson

To: Tom Caruthers who wrote (1188)	2/17/1998 10:26:00 PM
From: jbershad	Read Replies (2) \| Respond to of 4710

I am not directly in field but I know enough to tell you, you are not either. If you are you just don't know enough to make a statement like that. The design parameters can't be met with Ge doped silicon. Have you read any articles on how careful you have to be you have to be to manufacture Ge doped Silicon. When you are putting many transistors together on a substrate your yield is not going to be 70%. This is what IBM reports for a single chip. Nobody knows what the intrinsic speed of these chips are. Can you explain why Lucent is still buying VTSS, and thinks it has the best products. Incidently, why don't you do some research? You'll find ANAD and VTSS don't use GaAs for the same products. VTSS is improving speed every year. Anybody can put something together. The design parameters and proprietary techniques will be hard to come by. As you know there is a shortage of competent experienced engineering designers. Chemical Vapor Deposition (CVD) and epitaxy growth is the easy part. Nobody knows what is going to happen in 10 years, but it doesn't look to me like Ge doped Silicon is going to put VTSS out of business now or in the seeable future. Good luck and good bye. Jerry