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: Harry Stein who wrote (3110)	2/8/2000 1:23:00 PM
From: Rustam Tahir	Read Replies (1) of 3818

Some comments from Robbie Stephens: The company possesses the broadest product portfolio in the industry for use at the core of the network, in our view. ú Business momentum also remained at a high as book-to-bill was again "solidly above" unity. The company expects to grow its communications business by "at least" 15% sequentially (in the March quarter) and we believe such a target is reasonable for the company. We believe that PMC-Sierra is the premier communications IC player at the core of the network (where product life cycles are long and profitability is high).

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