XIRCOM (XIRC) 5/16/95 @ 16-1/8 Message Board

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Technology Stocks : XIRCOM (XIRC) 5/16/95 @ 16-1/8

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To: FRANCINE OLK who wrote (783)	2/6/1998 2:11:00 PM
From: Alan Stalter	Read Replies (1) of 1096

Francine, I think that is a very good possibility for a number of reasons. 1. Tremendous growth in notebook computers--Xircom is a direct play on that market (new OEM agreements with Toshiba and DEC) 2. Switch to a shorter inventory channel-- this will allow them to monitor the channel closer and respond quicker to new developments 3. New combo card-- this has been the fastest selling product in the company's history 4. Joint R&D with INTC-- the smaller players in the market won't be able to keep up with the technology-- this will give Xircom the staying power (INTC also took a 15% equity stake last April) 5. Large majority of their manufacturing done in Malaysia-- gives them more pricing flexibility 6. A number of value-oriented mutual funds have been buyers since last fall--these are the type of people I'd rather bet with, than against. Xircom had a solid quarter (Dec) after a truly horrendous quarter in September. The march quarter will answer a lot of longer term questions but the stock looks like it forming a nice base down here. AL p.s. If you have any more questions, feel free to ask them on this thread.

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