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: Raymund W who wrote (913)	11/25/1998 4:25:00 PM
From: Ted The Technician	Read Replies (1) of 1096

I interpreted the term "integrated" to mean an internal modem rather than a PCMCIA card or an external modem. It would seem that "integrated" might also include being built on the mother board which I hadn't thought of... XIRC had an announcement regarding support for Windows CE. I'm not sure if the support was via a PCMCIA card (unlikely?) or an internal modem. In any case, I think XIRC will remain to be a competitive OEM and not lose market share quickly by being revolutionalized out of the market. I won't be surprised if INTC bought out XIRC. INTC already has an equity stake in the company if I recall correctly. However, I don't see INTC buying up XIRC any time soon only because I don't know INTC to be a company that grows by buying companies (unlike CSCO). Synergies can be gained between INTC and XIRC - they are both in the Ethernet market. I think the downgrades will temporarily cause the price to drop. Eventually, the price should rise because of next quarter's earnings that I expect to be good.

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