PMC-Sierra (PMCS) - moderated Message Board

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Technology Stocks : PMC-Sierra (PMCS) - moderated

PMCS 11.65

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Jan 25 4:00 PM EST

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To: SJS who wrote (72)	11/7/2000 10:30:17 AM
From: LJM	Read Replies (2) of 469

I e-mailed PMCS investor relations to solicit some guidance on all the analyst comments this morning re: CSCO raw material inventory. The bigger and more specific question being >> are they aware of excess IC inventory in the csco channel as is being implied in the analyst reports this morning? If so, what impact do they expect over the next 2 quarters, if any? If I hear back anything enlightening, I will post. ljm

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