Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: unclewest who wrote (11871)	12/3/1999 1:38:00 PM
From: Dr. Id	Read Replies (1) of 54805

PMC-Sierra (PMCS): Tough picking between PMCS, Broadcom (BRCM), Conexant (CNXT) and RF Micro Devices (RFMD), but combination of faster revenue growth, slightly discounted valuations, top management team and impressive relationships/client list tipped selection to PMCS... Obviously competition is intense, but demand in the communications chip marketplace is tremendous, and we see no material let-up for several years to come... Consolidation in the industry is likely, with the winner set to be the next Intel (INTC)... Or will Intel end up being the next Intel? Shouldn't VTSS be included in that list? They are the King of the gallium arsenide chips for telecom (and have also done extremely well in the last year). Jeff

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