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: Katz R Us who wrote (3486)	4/29/2000 12:11:00 PM
From: Trader Dave	Read Replies (1) of 3818

I'm not trying to spook you into inaction, I just want to make clear that even at the "lower" levels there's always downside risk. And even though PMCS may be one of the best and "safest" investments relative to other equities, that may mean it just bounces back first or most significantly in a recovery to former levels. When everyone thought Japan was going to take over the world, the nikkei got to levels years ago it still hasn't recovered to today. (Yes, there are major differences, i have drunk enough koolaid to be convinced that we are at the beginning of global economic transformation driven by network enabled applications and sharing of information, I just hate euphoria without sober discussions of risks.) I still would love to see the company add production capability outside of an earthquake/war zone. TD

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