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Technology Stocks : Semi Equipment Analysis

SOXX 348.67

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To: Return to Sender who wrote (1882)	2/11/2002 4:49:47 PM
From: Crossy	Read Replies (1) of 95756

RtS, Transwitch TXCC announced big buyback of their convertibles. Those beasts are now traded at 60% to par (issued 100%) and TXCC set up a "modified Dutch auction" procedure. Check today's news. I like this a lot. ethernet switching chips will be used everywhere. This is not a carrier centric proposition. Enterprise networking addresses a market an order of magnitude as big as the carrier/ISP/xSP sector. Transwitch's chips will be in high demand once 10Gigabit-Ethernet finally kicks in.. rgrds CROSSY

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