I read it within the last week, probably in Windows magazine, PC mag,
Internet world or Byte. I read 4+ hours a day, register what matters,
in this case I was researching V-C as another overreaction to INTC.
Since VTEL is acquiring CLIX [correct?] you own them as one. PCTL had
some large insider sales within 30-45 days, as reported by Vickers.
It appears with all the channels, and great technology/management,
VSVR might be the best way to play this group. They seem to "supply the world"
and I can't see that changing anytime soon, if at all. They were down-
graded by some analyst from .95 to .90, because he "thought" they
would be impacted by PCTL. I tire of analysts opinions, frankly. Tell
me specifically how many "net units of what will be lost when due to
PCTL and not replacable by another customer" and I'll use that as
input. Quality companies adjust to changing business situations, so
concluding A causes B, "just because" doesn't fly. Hope this helped? |
