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: Trader Dave who wrote (2811)	10/7/1999 4:49:00 PM
From: Trader Dave	Read Replies (2) of 3818

His thinking is rational for someone that's late to the party. He has a point on valuation, but he's probably missing a few things about the company's internals. I wonder how the company is doing with new product introductions and DESIGN WINS? Anyone on the thread remember that? I wonder what the last 18 months acceleration in design wins means for forward rates of growth? Does it mean PMCS' footprint is growing? Let's see, what's the difference between WAN infrastructure product cycles and LAN product cycles? For the answer to these and other exciting questions, tune into the conference call. I can't say I care much about what the stock does short term, plenty of performance for the year..... Longer term, well, the thread knows how we play, we're the roach motel investors.... we check in and we don't check out. No taxes for uncle sam, no commissions for the brilliant folks on the street. (except when we buy more.) TD

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