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Technology Stocks : PMC-Sierra (PMCS)
PMCS 11.650.0%Jan 25 4:00 PM EST
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To: Bulldozer who wrote (2117)9/17/1998 6:48:00 PM
From: Trader Dave   of 3818
 
I thought crosscomm was taking share from pmcs in the gigabit token switching market? And isn't SAP getting into the merchant semiconductor business too? It's just a simple swap out for the vendors to integrate a new chip isn't it? I don't think PMCS is going to make the quarter with all of these market share losses.

And then of course PMCS is using net zero couponing to win more business...that's really a losing way to do business.

TD
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