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Technology Stocks : TranSwitch Corp: Will they get Zenith Business? -- Ignore unavailable to you. Want to Upgrade?


To: drsvelte who wrote (402)4/15/1999 11:19:00 AM
From: SJS  Read Replies (1) | Respond to of 669
 
Doc,

I wonder. Is this a drop in the stock fundamental from earnings or in the "rotation" they're all talking about on CNBC? With a little investigation, we could assess this, and trade it.

Let me know if you find anything. I thought the earnings looked fine, but I didn't hear the CC or management opinions on future business. Nothing has changed in my mind about telecom and semiconductors...