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Technology Stocks : Excel Switching Corporation (XLSW) -- Ignore unavailable to you. Want to Upgrade?

To: tejek who wrote (94)	4/24/1999 11:02:00 PM
From: MGV	Read Replies (1) \| Respond to of 222

Excel does offer good value at its current price and it is a company in a sector that has robust growth. Its interesting you mention Legato because I think XLSW there is a disconnect between price and performance with XLSW similar to LGTO. The issue with QCOM is not so clearcut. QCOM sold its infrastructure business to ERICY. That is the business that XLSW sells into. It has not been confirmed that ERICY will use XLSW but there is speculation that it will. Prior to the sell, there was speculation that QCOM likely was not going to continue in the infrastructure business and therefore XLSW could lose the business. QCOM was a perceived negative for XLSW. Now it is not so clear that business will be lost (wuth ERICY). So it could be a positive. It just isnt hitched to QCOM's success. With or without the QCOM or ERICY business, XLSW is growing it client list and revenues. I understand management is good. Their track record has been good. I expect a good report. I hope the reason it has sold off is the issue I just described regarding QCOM and ERICY. If that is all it is, XLSW will report good numbers and the stock price will go to at least the mid to high 20's in the short term.