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Technology Stocks : PMC-Sierra (PMCS)
PMCS 11.650.0%Jan 25 4:00 PM EST

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To: Bobo who wrote (2043)8/6/1998 1:19:00 PM
From: Trader Dave  Read Replies (1) of 3818
 
The company is so quiet, i guess will have to wait for the third week in october, but I kind of think the battle to switch the global circuit infrastructure to a packet based infrastructure will build down to two major combatants:

cisco and lucent/ascend

maybe nortel/bay

The last time I checked, PMCS sells the bullets to everyone.

Sometimes we have to be investors.
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