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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: Danny Chan who wrote (3391)	4/14/2000 2:02:00 AM
From: John Farrell	of 3818

I listened to the CC and suspect that there will be glowing announcements from all of the analysts who were listening. Every single analyst who asked a question said either "great quarter" or "congratulations" or both and I don't think that they were just being cordial. Highlights to the call that in my eyes (or is that ears?): -15% growth in networking revenues in Q2 already booked (in other words, if they don't get any other orders for the quarter they are 13 days into, they'll do $112.5 million in networking) -should remain over the target 75-79% Gross Profit margins in the near term -2000 networking revenues growth exceeding the 76% they had in 1999 -25 additional new products still to be introduced in 2000 -working OC-48 test chips in CMOS (I'm guessing in 0.18u) -projecting OC-192 CMOS (0.13u) in early/mid 2001 -Q1 2000 revenues from approximately 70 products versus 56 in Q4 1999 -widening the gap on the competition: to quote Bailey "we're in the sweet spot... would not rather be any other semiconductor company"

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