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

To: LJM who wrote (2336)	3/14/1999 8:58:00 AM
From: Drake	Read Replies (1) \| Respond to of 4710

LJM, you'll need to read previous postings, in order to educate yourself. Dc

To: LJM who wrote (2336)	3/15/1999 1:32:00 AM
From: Beltropolis Boy	Read Replies (1) \| Respond to of 4710

>I recently purchased some VTSS and have also been looking at AMCC. I understand that the VTSS chips are made using Gallium versus the Silicon which is what AMCC uses. I read that VTSS chips currently have a speed edge because of Gallium, but that it is more expensive to work with and silicon efficiency is catching up quickly. The CEO at AMCC contends everyone will use silicon eventually because of the economies of scale. I am hardly an engineer and am interested if anyone could shed more light on this issue of Galium Versus Silicon. LJM. while i'm loathe to pass the buck too, i would definitely recommend more than a cursory scan of this board -- there's a hefty amount of excellent info here. in the meantime, here's a rather dated article i posted several months back, but given the angle of your questions, i'd still recommend it: Silicon Valley: Off to the Races TheStreet.com September 29, 1998 By Marcy Burstiner Staff Reporter Message 5867455 i'm sure the germanium doped silicon (SiGe) controversy must be nagging at your synapses too. so far, i'm not so convinced it's the ascendant technology, although george gilder (of forbes) still thinks so, as he most recently opined on this here website: Message 8301631 following are a couple recent articles i posted to this board too. hope this helps, -chris. ----- 2/15/99 Sectors & Trends Bargains still exist in chip sector Analysts expect "astounding" growth in the communications-chip field and smaller players such as Vitesse, Level One and PMC-Sierra are poised to profit. By Michael Parrish Microsoft Investor moneycentral.msn.com Electronic Buyer's News February 15, 1999, Issue: 1147 Section: Inside: Network Equipment Revving Up For Terabit Speeds -- Internet growth lays basis for new router market. John H. Mayer techweb.com