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To: Andrew Vance who wrote (15664)	10/19/1998 3:54:00 PM
From: Czechsinthemail	Respond to of 17305

Any thoughts on MMCN? This one seems to be going through its death spiral. The company apparently is experiencing order slowdowns from Cisco, which seems to be deflating expectations and the huge PE the company has carried. Does anyone have a clear sense of how the company looks longer term and compared to other competitors? Baird

To: Andrew Vance who wrote (15664)	10/19/1998 4:07:00 PM
From: nigel bates	Read Replies (1) \| Respond to of 17305

>> while old stand by MIPS and SGI are just chalking up the points << Time to switch out of MIPS into ARMHY? Between them, the two should dominate the IP market for cores, and the relative action has, and could well continue to provide good trading opportunities. nig