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: Beltropolis Boy who wrote (2723)	9/22/1999 2:58:00 PM
From: Bulldozer	Read Replies (3) of 3818

TSMC accounts for a little under half of PMC production. My understanding is PMC did get some runs through (of the many WIPs that were running) and has shifted some production to Chartered in Singapore. My guess is there is no or little impact to Q3 and similar to BRCM's announcement, lots of time to make up any delays in Q4. My reads from before this happened was that biz was extremely strong and any disruptions, may simply limit larger than anticipated upside - which of course would bring them in where everyone expects. This is an initial read and certainly could be proven wrong by a PMC announcement in the future. - how's that for sounding like an economist! :-) BD

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