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 4:43:00 PM
From: hospitalman	Read Replies (1) of 3818

Hi Harry I know we always have to be careful about letting valuation s get out of hand but i really don't see a comparison between pmcs of 2000 and gm of 1920 other than amazing price volatility. I am no auto industry expert but it seems to me that there were a ton of car makers that started up and flamed out before a few "gorillas" emerged. I wonder if there was one company that sold tires or steering wheels to all of them that made out like a bandit because they won no matter what car company survived? Or maybe roadbuilders, who didn't care whose cars drove on them? That's how I view pmcs, they are selling to everyone,and who the market decides should win in any respective market space is irrelevant to them.It's the old selling picks and shovels to every miner in the gold rush argument. Ken

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