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

To: Mighty Mizzou who wrote (60433)	3/25/1999 11:39:00 AM
From: Mighty Mizzou	Read Replies (2) \| Respond to of 61433

OT - I just want to point out a possible buying opportunity for my fellow ASNDers. XIRC, of which Mory is on the board, looks awfully attractive going into earnings. They got hammered by COMS weak PC card sales. I can tell you for a fact XIRC's Realport PC card is the de facto PC card for the serious mobile computer user. It is far superior to anything out there and their PC slot adapter configuration is patented. If you remember what COMS XJack connector did for their PC cards you will realize the potential this holds. I am confident COMS weak PC card sales has something to do with XIRC Realport influence. Check the charts and do your DD. Also check out a 3/19 S&P report I found on Schwab: ""S&P Reiterates Buy on Xircom" personalwealth.com Standard & Poor's reiterated its 5 STARS (buy) recommendation on shares of Xircom Inc. (NASDAQ:XIRC). Analyst Megan Graham-Hackett notes that the stock was weak Thursday on market fears related to 3Com Corp.'s (NASDAQ:COMS) earnings shortfall. She says while 3Com also is a leader in PC cards, such products account for just 10% of its total and were not the driver of the shortfall. Meanwhile, she notes, XIRC told S&P that the current quarter is tracking well, with sales in the Americas and Asia on track and Europe beating its plan." ALSO... Xircom CEO sees '99 revenues at $415 mln Monday March 1, 5:19 pm Eastern Time ORLANDO, Fla., March 1, (Reuters) - Xircom, a leading manufacturer of PC cards, expects sales of $415 million in FY 1999 on the strength of its RealPort line, chairman and CEO Dirk Gates said Monday. Xircom reported sales of $276 million in fiscal 1998, ended last Sept. 30 The RealPort cards, which come as modems, LAN connections and combinations of the two, do away with dongles, the proprietary cords that connect notebook-computer cards to telephone or LAN lines. ''Dongles can cost as much as $70 to replace,'' Gates told institutional investors at a conference hosted by Raymond James & Associates. Gates said that companies using fleets of computer notebooks have reported losses of 3-4 percent of the proprietary cables each month. The RealPort cards connect directly to RJ jacks found on standard telephone cords. Gates said the RealPort cards represented 40 percent of the companys fourth-quarter 1998 sales. Unlike its competitors, Xircoms sole business is mobile networking products. Intel acquired a 12.5 percent stake in the company in 1998. ''We've done one thing and one thing only for the last 10 years -- connect notebooks to networks,'' Gates said. Looks like easy money. Just bought 3K @ 31. Comments anybody?