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: MGV who wrote (2479)	4/16/1999 4:37:00 PM
From: Bulldozer	Read Replies (2) of 3818

I will never tell anyone what to do with their portfolio, but I do see some value in VTSS at these levels. The stock is trading at roughly 32X forward while PMCS is trading at 42X forward. While both are excellent companies, its interesting to see the results after each company's conf. call. Both talked about robust business conditions, expanding opportunities, the most products in their history, and increased presence on the board. However PMCS visibility is increasing for all to see while VTSS says its visibility is fine, but the Street will not be able to see it due to LU re-directing biz to CMs. VTSS also is more concentrated with its customers. And it spends 15% on R&D vs. 23% for PMCS. That said, VTSS has over double the number of chips PMC has and actually competes in more segments. They are a gorilla in their spaces just like PMCS is in its spaces. I like both and own both. Fortunately, we own a lot more PMC than VTSS. The PMC position won't go down (it actually increased recently when it spiked down) but the VTSS may go up. We'll see. BD

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