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Strategies & Market Trends : Technical analysis for shorts & longs

SPY 662.63

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Nov 19 4:00 PM EST

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To: j g cordes who wrote (17335)	7/28/1998 3:18:00 PM
From: Johnny Canuck	Read Replies (1) of 68145

Jim, PMCS has 70 percent of the market for ATM chips for the physical layer. This applies to LAN and WAN. ASND, NN and pretty well anyone else who does ATM buys from them. They also do ethernet chips. They hold quite a few ATM related patents. VTSS is their biggest competitor. They recently fell after beating estimates because they are going to increase their R&D expenses over the next few Q's. This will hurt margins. It is worth looking at. They are based here in Vancouver. They also have an office in California. Unfortunately, I don't know anyone that works there. Harry

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