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Technology Stocks : XIRCOM (XIRC) 5/16/95 @ 16-1/8 -- Ignore unavailable to you. Want to Upgrade?

To: bob bell who wrote (786)	2/6/1998 8:16:00 PM
From: Alan Stalter	Respond to of 1096

Bob, The primary competition is COMS. They are a formidable foe but are currently working on integrating 3 separate brands into one (3Com, US Robotics, and Megahertz). In the past, this was one of the reasons that XIRC had problems (COMS would come into the market and basically price XIRC out of the game) but with the ramp up of the Malaysian manf. facility, overall growth in the end-user market, and the speed based distibution channel, this should help smooth out the quarters. There probably is enough room for 2 companies but they need to have strong R&D capabilities. XIRC plans on giving monthly channel updates to the analysts on the street and this will greatly help visibility. If you've noticed, when companies have trouble giving guidance or clarifying visibility issues with analysts that is when they get slammed!!!!