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

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To: Drake who wrote (2571)7/15/1999 6:51:00 PM
From: Bulldozer   of 3818
 
As good as this company has done over the last few years, I firmly believe their best years are ahead of them and they will actually accelerate growth from here.

A couple points from the call:

1. Record bookings and visibility as they enter Q3
2. Largest R&D sponsorship projects in the co. history are underway
3. 350 design wins, now have 700 for the year, 75% of total 1998
4. Q3 outlook for continued strong sequential growth and high GMs
5. T1/E1 was actually the fastest growing segment this Q

Estimates will go up tomorrow and analysts will pound the table.

Congrats to all the engineers, management, and employees at PMC - they are quite simply kicking ass and showing no signs of letting up. They are and will continue to be, one of the premier pure play Comm IC companies in the world.

Bulldozer
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