Excel Switching Corporation (XLSW) Message Board

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Technology Stocks : Excel Switching Corporation (XLSW)

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To: semi2000 who wrote (162)	7/9/1999 12:09:00 AM
From: tejek	Read Replies (1) of 222

You didn't ask but let me tell you what i know: RFMD: great chip company, excellent fundamentals, has its own fab (an important consideration now a days); only problem is its near or at a new high; i missed getting in at $40 about a month ago. AMCC: Good company but also near its new high GNSS: Good company on which I made excellent $ last fall and then again early this year. But there is a problem now with competition but I can not remember what it is ......i have been out of the stock for 4 months now. ESST: Chip company in a turnaround; strong upward trend but if its true to form it will tank a bit after earnings.....thats when you should get in.....check the charts; I think its low point is about a month to two months after earnings.

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