Philip,
There are dozens of them. Many were mentioned on this and other threads. I am sure that you'll do your DD on these, but they're all running like VTSS for a reason. Chips and semicon players in the telecom area are all going to experience good upside for the forseeable future due to the entire rewiring of the GLOBE and the huge need for bandwidth.
Try these for size (others will chime in with their favorites, too:)
JDSU, GALT, AMCC, TXCC, TQNT, BRCM, CREE, PMCS, RFMD, MCRL, AHAA...etc, etc, yada, yada, yada....
Have fun.
Steve |
