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Technology Stocks : Vitesse Semiconductor
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To: Lee Fredrickson who wrote (2382)3/26/1999 7:46:00 AM
From: Trader Dave  Read Replies (2) of 4710
 
Well to play the fairly sure bet in optical, we're long unph, just wishing it would go lower so we can buy more. (waiting for the inevitable next tech wreck.) also long pmcs, but, like vtss, it's a play on atm and sonet. But with a 24% R&D budget and a massive win rate, we think pmcs will be in the right places.

but, as far as merchant semi plays on ip, i'll defer the question to the smarter half of our team, bulldozer.

bd?
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