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Technology Stocks : Broadcom (BRCM) -- Ignore unavailable to you. Want to Upgrade?

To: Raymond Duray who wrote (1125)	3/16/1999 10:13:00 PM
From: Wizard	Read Replies (2) \| Respond to of 6531

Try the web pages of Vitesse, Applied Micro Circuits (AMCC), Anadigics etc for white pages with differing opinions. Or just trust me, GaAs won't ever go big time. Its too expensive and too brittle. It offers value but no company will ever be HUGE based on GaAs. I have indirect contacts at some very large research organizaitons and they dropped GaAs and have moved on to SiGe for this reason. Besides, from a (public market) investment standpoint, its not that important which technology is best. Just follow the design wins and bookings growth.