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Technology Stocks : Vitesse Semiconductor

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To: Cameron who wrote (87)3/1/1996 1:02:00 AM
From: Marshall   of 4710
 
Cameron : I expected it as well, I had hoped it would have only been for
a day or two. I still hold because the same as you I believe that this was just
a well-deserved breather before the next movement. As long as the base keeps
rising I'm happy. I'm still in there.

My mention of ATT is that I would think that someone would put 2+2 together
about their new i-net services and the increase in bandwidth they are going
to need to handle it. There is going to be a lot of stuff coming out of cities
that have few subscribers now, and the older lines may need to go to higher OCx
levels. The main thing mentioned about the ATT deal is that since ATT
is offering it, more people may realize that this internet thing may not be that
bad after all, therefore more will be hooked up.
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