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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: jtechkid who wrote (18496)4/3/1998 1:58:00 PM
From: FJB  Read Replies (1) | Respond to of 70976
 
Good company, but SiGe is becoming hot, widely used and invested in and is very cost competitive vs. GaAs.



To: jtechkid who wrote (18496)4/3/1998 4:53:00 PM
From: Zoran  Respond to of 70976
 
VTSS may be a very difficult short. After their secondary offering the main earning source is the gain on those invested millions. Since the
market run up really a lot you can bet that they made a lot of money. Of course their operational earnings are not going to be great. But who cares!

Zoran


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