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Technology Stocks : Rockwell-Spins off Conexant (CNXT)
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To: David W. Taylor who wrote (1780)12/4/2000 1:15:20 PM
From: SpecialK  Read Replies (2) of 2013
 
David,
In a space of PMCS, AMCC, VTSS, TXCC, exists a CNXT spinco.
This division has delivered the returns similar to these public pureplays. It has greater revenues than all of these companies. It has grown revenues faster than all but PMCS, and AMCC. It can be a market darling like these companies and if PMCS should be valued at 14B or AMCC at 12B, shouldn't this division be valued at 10B at least?
Entire CNXT is valued less than 5.5B today.
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