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

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To: Toby Zidle who wrote (2609)7/21/1999 5:21:00 PM
From: Trader Dave  Read Replies (2) of 3818
 
we just have different philosophies....

<< Let the market bring what it may. There will later be a time to be getting out of PMCS.>>

Until Bulldozer tells me the fundamentals have changed, there won't be a time for us "getting out" of pmcs. This is a pure play on the demand for packet infrastructure which will completely replace the circuit switch infrastructure and growing in proportion to demand for data bandwidth. I may pay for it with some volatility, but uncle sam gets nothing from me until we sell, which i'm hopeful will be a long time from now.

td
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