PMC-Sierra (PMCS) Message Board

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Technology Stocks : PMC-Sierra (PMCS)

PMCS 11.65

0.0%

Jan 25 3:00 PM EDT

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To: Rolla Coasta who wrote (3779)	2/8/2001 12:33:15 AM
From: iod_sherwood	Read Replies (1) of 3818

uh no... what do you do with all the excess chips and boards if they don't get used as product? write offs? i doubt it. CSCO's bread and butter rouers 25xx are still bread and butter... the whole sales channel is slowing, as is the implementation side... lots of glut everywhere, raw and finished goods. high speed or not, things are slowing down. and the stocks aren't priced for 20-30% annual growth. they're still in the wanton 66%+ ranges.. .some figuring 100% still possible...

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