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 (3431)	4/18/2000 4:18:00 PM
From: Trader Dave	of 3818

A small piece of rational thought in an irrational world. I agree with your sentiment. While I agree that buying at the peak of a frenzy can be disastrous, I'd bet PMCS's sustainable 10 year highly profitable growth will be at a much higher rate that the best industrial companies did in their best single best year once they were established. I'd bet PMCS' growth rates, barriers to competitive entry, and profitability won't have many comparables in history. (Assuming Taiwan doesn't sink into the Ocean or get bombed by China.) TD

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