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Technology Stocks : TranSwitch Corp: Will they get Zenith Business?
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To: SJS who wrote (430)10/8/1999 9:50:00 PM
From: Beltropolis Boy  Read Replies (1) of 669
 
steve.

down 15.5% today and what happens? PMCS and VTSS make the SI hit parade and yet not a post here or on AMCC. just like them to take the glory. what gives? <vbg>

for the record, i'm not a shareholder, but mildly intrigued. for now, TTM revenue, profit margins and ROE are all a wee bit low for my taste (read: risk tolerance), and three customers with 56% of sales rides a tad high. if i might ask a couple questions: regarding the SONET/SDH market, do you happen to know if TXCC will push beyond OC-12 speeds or are they primarily focusing on access equipment at the edge of the WAN?

and more importantly, did you "buy under 50 again?"

sm:)e

well, enjoy the weekend. the comm IC sector has mentally drained me this week -- i gotta get out for the evening.

cheers,
-chris.
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