Q: good afternoon,

Can I have your view on this company. Looked at a few reports on it and it doesn't look to compelling. Something else to look at ?

Thanks,

Happy Holidays to the Crew,

Q: In my research on the 5g buildout , I came across Macom Technology Solutions ( MTSI ) and compared performance for 3 months and 12 months to other high fliers like, AAPL, ATVI, NVDA , QCOM , as well as comparing T-Mobile to Verizon. . I had never heard of Macom and Iyou have never mentioned it. Have you any thoughts on this MTSI , or am I better to limit my choices to better known entities ? Thanks