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Non-Tech : Invest / LTD -- Ignore unavailable to you. Want to Upgrade?

To: SJS who wrote (14016)	10/16/2000 4:05:10 PM
From: drsvelte	Read Replies (1) \| Respond to of 14427

Merrill on Semis : Coming out of Merrill's 150 page report on the semiconductors for communications (Comms-IC) segment; sees the comms-IC sector as offering one of the most compelling investment opportunities in the market; believes there are a number of growth drivers creating a 5-to-7 year investment cycle in communications infrastructure; firm recommends AMCC, BRCM, PMCS, TXCC, VTSS, EXAR and CNXT because of their role as key suppliers of Application Specific Standard Solutions (ASSPs).