PMC-Sierra (PMCS) - moderated Message Board

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Technology Stocks : PMC-Sierra (PMCS) - moderated

PMCS 11.65

0.0%

Jan 25 4:00 PM EST

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To: Trader Dave who wrote (54)	10/14/2000 4:10:08 PM
From: Catcher	Read Replies (1) of 469

TD, i like the way you think. imho we will see a sliding scale as co's like pmcs, brcm, jnpr grow larger (and higher pe's will still be awarded with lower growth rates. right now co's like msft or intc aren't treated to this but once we have a hundred or more current high flyers reach their level it will start to sink in that a co can still dominate/hold promise without growing 100% a year. relative to the other smaller, less dominant companies with 100% growth rates (much easier for smaller co to accomplish), pmcs, jnpr & csco may continue to be afforded an outrageous pe--barring a revolutionary shift away from their technology. the same can't hold for dell (for example) with a now commodity-like technology

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