Stephen Rosenman
Long/short equity, deep value, special situations

MA-Com Technology: Good For Both Long Term And A Trade

MACOM (NASDAQ:MTSI), an RF/microwave designer and manufacturer for wireless and wired applications, is about to enter a virtuous circle: Management is promotional; the business is strengthening; and the analyst community is convinced of the turn. After falling 10% from its 2012 IPO price, the stock ha...

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