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: Trader Dave who wrote (3671)	8/22/2000 9:12:47 AM
From: Thomas DeGagne	Read Replies (2) of 3818

>"Even if CNXT were WILDLY successful, anyone understanding the design cycle process would know that the benefits from those acquisitions can NOT pay dividends for at least two years". Don't make the mistake of assuming that the companies that have been bought by CNXT have not and are not participating in the design of future products. Did you examine the links I provided? Many of these companies have shipping products and customers. Maker communications in particular was a Nasdaq company until December '99 and specializes in Network processors. The scope of the acquisitions made by CNXT allows them to put together a reference platform for multiple broadband transmission devices from the following components: network processor, CPU (MIPS 64bit), switching fabric, OC3 to OC192 ports, DSPs, and more. I'm not a trader; I'm an investor. As you said: "People guessing (or hoping) on short term market moves are speculating". So revue the fundamental of this company and then give me your opinion, if you like.

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