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Technology Stocks : PMC-Sierra (PMCS)
PMCS 11.650.0%Jan 25 4:00 PM EST

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From: fellow4/25/2000 12:52:00 PM
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CNBC Squawk Yesterday:

cnbc.com

Roger McNamee, general partner at Integral Capital Partners, says he likes two
types of stocks right now: a core list of market leaders in addition to companies that
will emerge as the market leaders.

"We are looking for businesses that have earnings and are emerging players
that we believe will dominate over the next ten years," he said during his
appearance on Monday?s edition of Squawk Box.

Review his top stock picks below and use the CNBC.com tools to further
research each pick.

Cisco Systems, Inc. {CSCO}
--The best-positioned companies are still more expensive
than other tech stock;
--This is a market leader and an industry leader;
--The market will move higher and CSCO will participate.


Flextronics International Ltd. {FLEX}
--A leader in its industry;
--A leading provider of contract electronics manufacturing
services;
--Reported disappointing earnings.


PMC-Sierra, Inc. {PMCS}
--Will lead the next generation;
--Develops networking semiconductor components that
improve transmission speed and performance on the
Internet and other high-bandwidth networks.


Sycamore Networks, Inc. {SCMR}
--Company markets optical networking products that
enable network service providers to upgrade their existing
fiber-optic networks to offer more bandwidth;
--Targets telecom service providers.
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