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Technology Stocks : NewCom (NWCM)

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To: Ralph Ulisse who wrote (456)5/26/1998 10:07:00 PM
From: Robert S. LeClair  Read Replies (3) of 662
 
I've spoken to the company in recent weeks and this is what I've been able to ascertain:

1) The first month of this fiscal year was huge; unusual for the first month after a strong fourth quarter.

2) Margins will IMPROVE; the Asia crisis actually helps NWCM in this respect. They have NO sales in Asia, but labor and other costs are going down.

3) They are doing business with some of the big OEM's, including IBM.

4) Earnings will be out this week and there should be a conference call.

5) Screw AURA; NWCM is independent of any problems AURA may have. Everything appears to be going great at NWCM.

Good Luck.
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