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Technology Stocks : Stock Swap

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To: Andrew Vance who wrote (15548)9/29/1998 3:18:00 PM
From: Czechsinthemail  Read Replies (2) of 17305
 
Northern Telecom's announcement has had negative impact on many telecom-related stocks today, including VTSS and AMCC. I believe AMCC is more heavily involved with Northern Telecom, but I guess a sinking ship swamps all boats.

Any thoughts on which companies are likely to be most negatively affected and which are most likely to spring back from the selloff?

Baird
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