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Technology Stocks : Vitesse Semiconductor

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To: mlc178 who wrote (4681)	1/2/2009 8:31:51 AM
From: Taro	of 4710

Watch IKAN, for no obvious reason they jumped 14% last Wed. Could be an acquisition target. Marvell now is in the process of buying into GPON (not announced as yet) and need DSL to match the BRCM's triple play offering. IKAN is cheap and has the best VDSL2 technology. Others like CAVM may also have an interest. TWLL may also be a target, too expensive right now, profitable so no need to sell but MAXM could have an interest (video surveillance). With their recent acquisition of Mobilygen (approx. $30million) they showed that they pay well if they really want it. But I wouldn't call any of above no brainers though. Taro

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