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Technology Stocks : p-com (pcms)

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To: Magnatizer who wrote (613)5/29/1998 2:25:00 PM
From: SteveG  Read Replies (2) of 1461
 
Remec (REMC) was PCMS's key supplier. Also, DMIC which has a lot of foreign exposure, said earlier this week that India may hurt them. PCMS has about 3-4% Asian exposure - primarily in Taiwan. So this is largely a sympathy move down, that MIGHT provide further PCMS opportunity.
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