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: RSIVA who wrote (2731)	9/23/1999 12:37:00 PM
From: Bulldozer	Read Replies (1) of 3818

Re: that yahoo/motley post: 1) PMC does have inventory built-up for certain high-volume chips. I don't believe its 'months', because that would be almost overkill, but its more than sufficient. 2) PMC would never 'gouge' customers to take advantage of a short term issue. Never, never, never. Their whole business is built on rock-solid relationships - to exploit those for a short term gain is completely contrary to the extraordinary management leadership this company has shown over the years. TSMC is an unknown quantity right now, that is certain. But the outlook is that they are at 65% right now, with full production back in 7-10 days. IBEXX was right - in a few months, no one will remember this (or if they do, it will be because they made money buying at these levels -which still aren't cheap - but what do you pay for one of the best semiconductor companies in the world?) BD

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