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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Eric L who wrote (36000)	12/5/2000 8:46:25 PM
From: Eric L	Read Replies (1) of 54805

Re: PMCS - PMC-Sierra Inc. - Exceptional Article - a King? I am still hoping that someone will step forward to do a Project Hunt Report on this fabless communications chip manufacturer. With greater than twice the market share of their next nearest competitor (Lucent) PMC-Sierra is most certainly the King of ATM chip vendors. Last year this company had $262.5 million in profitable sales and $156 million was ATM chips. PMC-Sierra’s sales have been rising more than 30% each quarter. Despite being pummeled after CSCO announced earnings and discussed inventory build up, PMC is up 58.4% this year, and up 705% since the beginning of 1999. PMCS has a Market Cap (today) of $18.75 Billion. 22 analysts cover this stock and 15 rate it a "Strong Buy". I listened to their last to CC's after earnings. They were very positive. This article is about their 43 year old CEO, but it has excellent background on the company and would be a good starting point for a Project Hunt Report. "CEO of the Year: PMC-Sierra’s Bob Bailey" Building a lasting fabless franchise in the "sweet spot" - communications chips Russ Arensman Cahners Electronic Business Cover Story December 2000 eb-mag.com How "Electronic Business" selects the CEO of the Year: >> Electronic Business bestows this honor on CEOs who have not only done an exemplary job of running their companies, but who have also shown leadership in their industry. They also must exhibit the highest degree of integrity and ethics. Editors used the following criteria in evaluating potential candidates: * Financial performance of the company; * Ability to motivate employees; * Skill at building partnerships with suppliers and customers; * Acumen in mergers and/or acquisitions; * Reputation for honesty and integrity; * Ability to address a major strategic challenge successfully; * Ability to capitalize on long-term technology trends ahead of the market. << PMCS is one of 2 stocks I hold that is not a consensus Gorilla or King. It is 6% of my portfolio. JNPR is the other (3.7%). - Eric -

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