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Technology Stocks : p-com (pcms) -- Ignore unavailable to you. Want to Upgrade?

To: Boonear Siangchin who wrote (1172)	11/11/1999 8:28:00 PM
From: Rob Preuss	Respond to of 1461

Yes. DMIC is still my favorite and its more than half of my portfolio. DMIC has a great portfolio of products to meet low-capacity and high-capacity as well as short-haul and long-haul requirements at a wide variety of frequencies... their new high-capacity (and high-margin) Altium radio should really start raking in the revenue for them during the next six months. Also, DMIC is in excellent financial shape with top-notch management. The one DMIC weakness is that they don't yet have a point-to-multipoint product. But I know management is aware of this issue and I feel certain they will have a top-notch point-to-multipoint product when the market is right for it... I think they've held back so far because they didn't want to come to market too soon. DMIC management has said they're on the lookout for the right technology... they could acquire rights to a PMP technology and develop it themselves or they could just buy a company outright to get this technology or... I also own some PCMS... but I don't expect the stock to travel as far as DMIC... Rob