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

To: Apakhabar who wrote (767)	9/11/1998 5:22:00 PM
From: kvogel	Read Replies (1) \| Respond to of 1461

Apakhabar, I've been following PCOM and DMIC for half a year. I believe they provide technologies that will be used far into the future. My choice of PCOM was based on my understanding that more of their business is in the Americas and Europe vs. DMIC which had large growth in SE Asia. Their alliance with Siemens was another reason for my investment. Siemens would not make this agreement unless they had a very positive opinion of PCOM. Some of their problems are with integration of their many acquisitions. I believe today's move will cut some of the overlaps and redundancies of personnel. At this price I believe it is a steal but of course I thought it was a steal at 10, 7, and 5. It is hard to get an exact bottom and I'm already down several grand in one day. I do think it will bounce shortly and at the very least form a base for a long term move to the upside. I might trade it or hold it depending on what it does in the short term. Karl