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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?


To: The Ox who wrote (3204)5/21/2002 6:03:38 AM
From: Crossy  Respond to of 95487
 
Michael,
thx for your tabulation. I honestly think that Globespan Virata (GSPN) deserves a look. Valuation quite good and a "full blown" comm IC portfolio mostly on the HIGHER layers but ADSL lower layer as well.. Most notably they even got an NPU.. Was watching the price to fall like a knife. The problem is finding the right moment to GET IN...

rgrds
CROSSY