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: Mehitabel who wrote (3274)	3/18/2000 5:13:00 PM
From: SJS	Read Replies (2) of 3818

So who are they going to be? It's getting to a point where it's very difficult to be the next PMC or (PMC rival) Broadcom. This is the consolidation I'm talking about. There will be no more than two or three bona fide broadband suppliers within the next three to five years. PMCS? BRCM? AMCC? VTSS? TXCC? CNXT? Steve

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