TranSwitch Corp: Will they get Zenith Business? Message Board

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Technology Stocks : TranSwitch Corp: Will they get Zenith Business?

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To: Bhag Karamchandani who wrote (194)	6/6/1997 2:41:00 PM
From: Neal Neslusan	of 669

>Q. How about TXCC in relation to PMC Sierra as a competitor. Your comments would be greatly appreciated. < They both sell their chips into the same space, although PMC has some aces in the hole (the SUNI's) that they have a lock on. Sierra can supply some fab space but I'm not sure the PMC arm uses them exclusively so maybe from a cost structure perspective they look a lot like a fabless. >I think the Cisco related announcement may prove to be more significant - since Ascend, which may still be an important TXCC customer did make its own chip related acquisition. Did it not???< I'm not sure what you're referring to. Generally speaking, when Cisco uses your parts you're in good shape. --- Any idea as to why the stock has been moving up? Not that I'm complaining at all but in the past week of relative weakness across the high tech's TXCC has done well. Neal

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