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Technology Stocks : TranSwitch Corp: Will they get Zenith Business?

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To: Stephen J. Eisenreich who wrote (115)1/15/1997 1:39:00 PM
From: Neal Neslusan   of 669
 
Steve,

Look at the historical chart. You could have a bunch of folks who bought in above 5 (some well above) in the summer who were just waiting for even a slight uptick to dump it. I agree with you on this. I've watched it for awhile and it's always two steps up and one step down. Realize that a lot of their silicon is not yet shipping. They've had some great announcements but the product has not yet ramped. I'd guess that CYQ2 will be the breakout quarter from a revenue perspective.

Also, there's always rumors of them being bought out by one of the big networking firms. I can't see it happening. My opinion is that their strength is not necessarily in technology but rather in marketing.

Neal
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