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

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To: Trader Dave who wrote (2739)9/23/1999 9:07:00 PM
From: Drake  Read Replies (2) of 3818
 
TD, what's your feeling about SG Cowen analyst Drew Peck -- does his "track record" show reliability?

He was on CNBC this evening and said something to the affect that Taiwan was a short-term problem, and agreed that some stocks were being hit with the syndrome "throwing the baby out with the bath water" (Is PMCS in this category?).

I LOVE what PMCS Investor Relations said to our Billy Joe today (post #2736) -- (we) "Don't respond to mkt OVERREACTIONS".

dc
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