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To: Thean who wrote (13669)7/24/2000 12:53:18 AM
From: The Ox  Read Replies (1) | Respond to of 14427
 
Let me add that since I started my model communications semi portfolio in Sept 98, AMCC is up 4160%, PMCS 1379%, TXCC 1258% and BRCM 666%! I'm not saying there isn't more upside possible but they have already had a huge move, statistically speaking!! It will be very tough for these companies to repeat this type of performance, not that it can't be done!

In contrast, with this latest hair cut we find VTSS is only up 240% during the same period.


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