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

To: Czechsinthemail who wrote (1860)	10/13/1998 2:42:00 PM
From: The Ox	Respond to of 4710

1st, with respect to the backlog of orders, we will know in 2 days exactly where VTSS stands. It is my firm belief that the book to bill will continue to be very solid. But don't take my word for it, just check out the earnings release Thursday after the bell. The earnings release, as well as the conference call afterwards, should give shareholders, and others interested, a very good indication on the impact of other technologies on VTSS' future. Every conference call I've listened to has had management guidance on the immediate to long term future. VTSS' strong design team will allow them to shift gears if a competing technology becomes more viable. To date, management has held it's ground on their proprietary H-GaAs technology, insisting that they have the best solutions for the complex demands of the telecom, datacom and ATE industries. Best of luck, Michael

To: Czechsinthemail who wrote (1860)	10/13/1998 6:23:00 PM
From: Beltropolis Boy	Respond to of 4710

Can anyone comment on the possible impact of IBM's announcement of SiGe products? baird. from what i read, IBM's new SiGe chips are aimed at the wireless communications market for digital cell phones, pagers, and PCS. applications include low-noise and power amps, voltage-controlled oscillators, and discrete transistors. while it is true that these SiGe chips will replace certain GaAs integrated circuits, they are nothing like the GaAs ICs VTSS manufacturers. VTSS (unlike anadigics, alpha, celeritek, REMEC, triquint, and IBM) sells high integration GaAs chips for very high speed data- and telecom, and networking applications (e.g., SONET/SDH, ATM, gigabit ethernet, fibre channel). the other GaAs makers i mentioned also produce their linear, low-noise, high gain GaAs chips specifically for the wireless cellular handset and infrastructure market. in short, they all use GaAs (or SiGe), but VTSS participates in an entirely different market and sells very different chips. that said, i don't think IBM's announcement has any effect on VTSS. hope this helps, -chris.