Patriot,Purebull,Doug & All:
Barrons For Feb. 2, 1998
Page 43
"THE HALF MONTY"
Exerpt: "Kevin Landis, a portfolio manager with Interactive Investments, in San Jose. Landis has been stocking up on shares of communications-related semiconductor companies, such as Level One,
PCM-Sierra and Galileo Technology. And he's snapped up some beatendown communications equiptment makers, including Tellabs and PAIRGAIN TECHNOLOGIES."
Check it out!
Basic thing looks to be, we're just fashionably early to the party. Mention's again, mid '98, but also points out PAIR's lack of Asian exposure. We'll see. Sure can't hurt for Monday.
Best to all,
Jay
PS. I'm still workin' with my sock though. (RE: Post 19860 Doug) |
