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

To: sepku who wrote (36366)	2/25/1998 6:44:00 AM
From: scott maragioglio	Read Replies (1) \| Respond to of 61433

STYLE, I know that PMC-Sierra semi(PMCS) is making the chips for ATM equipment. I don't if they sell to ASND. They do have an 85% gross margin, check it out.

To: sepku who wrote (36366)	2/25/1998 10:35:00 AM
From: Dennis R. Duke	Read Replies (2) \| Respond to of 61433

PLXS was quoted on December 18, 1997 by Motley Fool as a supplier to ASND. IR has not confirmed that when asked, "they were not sure", and left it unanswered. PLXS's story and EPS looks remarkably like ASND's. And was beat up down to mid teens. I bought in at $19, after watching a 45 degree up angle for a week or two. Customer base is little guys like GE medical, IBM, HWP and a few small players. They missed a quarter, but were still profitable as I recall. PLXS is in SLR's industry. FWIW, do your own research! Dennis