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

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To: SJS who wrote (2817)10/8/1999 8:54:00 AM
From: Bulldozer  Read Replies (2) of 3818
 
Clark Westmont strikes again!! This guy should play Santa Claus because he provides so many gifts for investors!

He made us a lot of money last summer with his inane inventory/sales cycle call and it looks like he's doing it again.

I just finished reading the piece and he just never fails to amaze me. While talking about how great a company PMC is, he never-the-less "finds it difficult to strongly defend the stock" because of investor concern. Uhh.. Clark...how about doing a little work yourself!

He also downgraded VTSS - which sells chips to LU for other products than the Ascend Max that caused problems for HIFN.

Ahhh....never a dull moment with people like Westmont around. While times like these are not particularly fun, they are opportunities. And I have a funny feeling that Mr. Bailey will have something to say regarding visibility when the conf. call arrives.

Bulldozer
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