Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Ascend Communications-News Only!!! (ASND) -- Ignore unavailable to you. Want to Upgrade?

To: Gary Korn who wrote (943)	1/18/1998 12:11:00 AM
From: Estephen	Respond to of 1629

One short note on the news only line. I'm a recent acsend investor who was attracted to this company when they adopted ATM as a core standard. Although I've watched them for 2 years, I never bought, partly because of their lack of an advanced technology (atm)product (I've been beating the "the atm durm" on the pmcs thread for 20 months). They turned to PMCS sierra last summer to develop their ATM product (read pmcs news release of nov ). The thing is, pmcs is the undisputed leader in ATM and other advanced silicon solutions (they get an 82% margin for god sake) but, because this is a new and emerging technology, I don't thing many people knows who's doing what in ATM. PMCS provides critical product for every major ATM OEM player. Especially csco, lucent, fore and now ascend. Their earnings are coming out thursday. This will be the 5th quarter in the row that they substancially beat estimates. ATM is only five years old. Their revenue are still under 150 million. They have been in it since the beginning and play a major part in developing standards. Their revenues have been growing 25% quarter to quarter. this is the 2nd year of "take off" growth of atm . And pmcs is looking like the best position supplier to OEM'S. Check it out. Symbol PMCS.