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

To: KY who wrote (2346)	3/18/1999 10:33:00 AM
From: Beltropolis Boy	Respond to of 4710

>Thought this may get a rise out of some of you...grabbed it off of the Broadcom thread. "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." believe it or not, when i first became interested in VTSS about a year ago and began scoping out this board, GaAs market cap was the issue du jour. long-time followers of this board may recall the spy vs. spy of posters "slob" and "gda." i can't recall which covert op was black or white, but i do remember one insisting the VTSS would hit a brick wall at roughly $800M in revenue. that's still several years off and i won't start getting seriously concerned until SiGe can show high-yield production. i'm sure a telecom toolie on this board can provide a much better analysis. my thanks to steve for posting the forbes article. -chris.