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Technology Stocks : Vixel (vixl), a fibre channel company!

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To: Karl who wrote ()5/27/2000 11:28:00 AM
From: DZOO   of 377
 
Drew Peck, "likes are mixed-signal components (i.e. DSPs), wave-division multiplexing (WDM) for packing more information onto fiber-optic cables, high-speed switching, and Fibre Channel, a high-speed storage networking technology. Not Intel's (INTC:Nasdaq - news - boards) biggest fan, Peck says the chip granddaddy is too bound by economics, as is Analog Devices (ADI:NYSE - news - boards), despite a 400% gain last year. His pick: SDL (SDLI:Nasdaq - news - boards), which makes pump lasers for wave-division multiplexing. "The economy's impact on SDL is very low. Expectations are still not high enough for SDL; they can surprise on the upside." SG Cowen did underwriting for SDL in 1995 and 1996." from TSC
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