Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: The Ox who wrote (1231)	2/25/1998 10:16:00 PM
From: Donald Kirchner	Respond to of 4710

Michael, Perceptions can be more important than reality. I don't think that there will be an actively competitive chip from ATML inside of two years. However the prospect of such a chip can change opinions as to future growth projections which is what the current VTSS valuation is based on. It's hard to ignore Nortel actively working on SONET chips in SiGe. I got into VTSS and GaAs early, now I'm looking for ways to get into SiGe early. Message 4570 Don

To: The Ox who wrote (1231)	2/25/1998 11:09:00 PM
From: Duane L. Olson	Read Replies (1) \| Respond to of 4710

Michael... excellent point..and well put.. I'll take my "chances" on VTSS ( I already have...MUCH to my benefit)... I've read enough by folks much smarter than me to understand that SiGe is targeted at minor miche markets right now...and prospects for signficant applications are distant (to put it nicely).. VTSS has no fear. ATML may have a future market...but not likely at VTSS's expense...unless there is something a lot of smart people are missing badly..IMHO. Duane