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Technology Stocks : PMC-Sierra (PMCS)
PMCS 11.650.0%Jan 25 4:00 PM EST
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To: Taro who wrote (2942)11/4/1999 10:19:00 AM
From: Trader Dave  Read Replies (1) of 3818
 
AMCC is a great company, we own it as well.

But I think your conclusions about amcc and pmcs running into each other are incorrect.

recent weakness has many causes in pmcs and drawing fundamental conclusions from short term trading often results in rather foolish decision making.
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