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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 (2850)10/10/1999 5:51:00 PM
From: DownSouth  Read Replies (3) of 3818
 
Steve, thanks for your thoughtful post. I agree with what you say, particularly that this is a buy opp for PMCS. I see no changes in their fundamentals.

I am holding PMCS "lightly" however, as they are momentum play and could fall hard on true bad news. I feel the same about CNXT. JDSU, otoh, seems to be establishing a gorilla position, though not there yet.

I would love to hear your opinion about PMCS relative to its competition. What is their competitive advantage?
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