Couple of factors running for VTSS here, IMO, Dan:
1. VTSS growth is running strong
2. Communications related stocks are very much in the news
3. The new tax bill coming out of Congress, increasing the favorable treatment of capital gains will put a premium on fast growing, small companies which reinvest everything they make.
Shane Forbes, over on the LSI thread, put up the growth numbers from Value Line for the next 3-5 years. TOP THREE on his list were VTSS, VLSI, and LSI. Well, LSI is now big, and something of a dog lately (though I hold quite a chunk anyway), so why not VLSI and VTSS? Just some thoughts... You had MSFT back when it didn't control every aspect of computers this side of the processor....well, maybe VTSS can perform on that same scale for some shorter period as the demand for high speed comm chips moves their way.. dlo
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