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Technology Stocks : TranSwitch Corp: Will they get Zenith Business?

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To: Paul Kelly who wrote (391)3/6/1999 7:51:00 PM
From: Oceanus  Read Replies (1) of 669
 
I view the spurt of activity in Comm IC companies after the INTC/LEVL merger as a result of a perceived validation of this space. Most broad line money managers think of no more than three stocks when they hear "semiconductor"--Intel, TI, and Applied Materials(sometimes Micron). The Comm IC space has been a niche which is clearly growing in importance to the semi as well as the financial community. Intel just provided a defining moment for us.
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