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

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To: Wizard who wrote (2538)6/16/1999 3:26:00 PM
From: Trader Dave  Read Replies (1) of 3818
 
Here's our problem:

We are buy and hold investors. Our trading volume is so low, that we wouldn't even get a decent slug of a cold deal. In addition, I prefer to invest in companies that have already built substantial business critical mass. (I like more than $100 million in annual revenues for software companies, network gear companies require more critical mass in my mind.) The names you mention are on our watch lists, but we haven't done much work on them yet.
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