Contrarian Catnip in Telecom

Alongside my earlier comments about YouTube’s impact, if I see many (okay, any) more contrarian-catnip stories like this (“Intel puts comm-chip business up for sale”) you’ll have to beat me to keep me away from Broadcom, PMC-Sierra, Juniper, and Cisco shares.

Related posts:

1. PMC and Passave: Telecom … Game On!
2. The Trouble with Telecom
3. Juniper Demurs on Playing Beat the Analyst
4. Fun With Cisco
5. Steve Giveth. Steve Taketh Away.