Cents and Sensibility - Kimberly and Friends' Consortium Message Board

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Strategies & Market Trends : Cents and Sensibility - Kimberly and Friends' Consortium

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To: Jo Ellen T who wrote (92816)	4/4/2000 4:10:00 PM
From: John F.	Read Replies (1) of 108040

Fyi, here's an excerpt from a Robertson Stephens Communications Report re PMCS dated March 6th ... The company indicated that it was very comfortable thus far with our estimates of 15% communications revenue growth for the March quarter. Furthermore, we believe that the company is in excellent shape to achieve continued double-digit sequential revenue growth in the following quarter, based on solid order intake thus far into the quarter. ... We believe that PMC-Sierra is one of the best positioned companies at the core of the network. Its (largely CMOS) products, in our view, are generally considered "best in class".

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