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Technology Stocks : Rockwell-Spins off Conexant (CNXT)
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To: David W. Taylor who wrote (1782)12/4/2000 3:49:07 PM
From: SpecialK  Read Replies (1) of 2013
 
David,
"market darling", what are your thoughts on BRCM, PMCS, AMCC? Overvalued, fairly valued, undervalued, they have come down quite a bit.
What do you think?

Then, where do you put CNXT's networking division compared to these?

By the way, with all the pessimism about telecom spending, interesting that Cisco has re-iterated their 50-60% growth and said strong growth in internet infrastructure will continue for sometime. This would be bullish for all the semis supplying to them.
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