PMC-Sierra (PMCS) Message Board

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Technology Stocks : PMC-Sierra (PMCS)

PMCS 11.65

0.0%

Jan 25 4:00 PM EST

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To: Trader Dave who wrote (1813)	6/14/1998 12:48:00 PM
From: Estephen	of 3818

It may be even more than 50%. It looks like ATM could be in a boom time. It seems the network OEM'S have awakened in mass to the fact that ATM is it. It took a year longer than I thought it would. Cisco, Lucent and Fore were first and had the right product when it was needed. Acsend was out playing in the sand box with frame relay and suffered badly for it. Same story with Bay and cabletron or whatever networker with their stock in toilet, no ATM product. Now those companies are concentrating on ATM products. So not only is the network industry experiencing the fastest growth rate in the market but, also, withing the industry, Atm is sweeping through. My opinion. Good time to be holding Pmcs.

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