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Technology Stocks : Vitesse Semiconductor

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To: 16yearcycle who wrote (2021)	11/8/1998 9:17:00 AM
From: Immi	Read Replies (1) of 4710

Eugene Kearney, Well it is our usual Kevin Landis again in Barrons. He runs the first hand technology fund which has stakes in AMCC,PMCS,VTSS. Note: I mentioned VTSS also. In various interviews he touts all the three, but some how he has been on PMCS case (good) recently. This guy has been getting a lot of press exposure, but his firsthand technology fund is nothing to write home about. Look at the funds current holdings and you will find vtss there. Go to stocksmart.com if you have access or to his own website.. Kevin with due respect has been on these stocks for more than 1 year now. The article in Barrons does not reflect anything bad about VTSS. Not mentioning something is NOT bad by itself. PMCS has ATM exposure, but at current levels it is overvalued. AMCC is a good stock undervalued (currently) but is second tier compared to VTSS. Hope this helps. Remember, by reading articles people get shaken out of good positions. I had a friend who saw CNBC, saw the globex futures down and then sold BRCM (the cream of the crop). Regards, Immi

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