Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : copper mountain CMTN -- Ignore unavailable to you. Want to Upgrade?

To: neverenough who wrote (926)	9/25/2000 8:07:34 AM
From: Jack Hartmann	Read Replies (2) \| Respond to of 1226

Excerpt of Landis interview on CMTN DSL, for example, is the reason that Analog Devices (ADI:NYSE - news) blew their number out. Even as their handset sales were weak, they were so strong in the DSL market that they crushed the number. We own GlobeSpan (GSPN:Nasdaq - news). They're back in New Jersey, but a great company. TSC: People in New Jersey are going to love the "but" in that sentence. Kevin Landis: Well, uh ... they're sort of a Bell Labs spinoff, so that's the place to be for that. There's a Bay Area company that's trying to be a DSL chip star, and that's Centillium (CTLM:Nasdaq - news). We don't own that, we own GlobeSpan; you can play the equipment side of it. I know Lucent (LU:NYSE - news) and Cisco are targeting that, but there are other companies in play, such as Copper Mountain. You could put Rhythms and Covad (COVD:Nasdaq - news) in there thestreet.com Landis' five-year return is, quite simply, the best in the business, with his Value fund ranking No. 1 on Morningstar. Jack