Telecom may be a hidden supriseRonald Whitcomb, First American Technology Fund, talked about CSCO this morning on CNBC. First half: ORCL & CSCO. Group has run a lot so you may have to take a breather in the 1st half. He said that telecom may be a hidden surprise: JDSU & CSCO. Whitcomb also talked about AMAT, CNXT, COVD, PMCS, and MOT.
For more articles on CSCO, ORCL, AMAT, JDSU, CNXT,
COVD, PMCS, and MOT, click on the CNBC Specials page at https://www.netcognizance.com
For analysts views
https://www.netcognizance.com/Semi.htm#Views_on_AMAT
https://www.netcognizance.com/Tele.htm#Views_on_CSCO