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Strategies & Market Trends : Joe Stocks Trader Talk

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To: Joe Stocks who started this subject4/11/2002 4:43:03 PM
From: Joe Stocks   of 787
 
PMCS- If I had to pick two symbols that would be down 30-40% a year from now it would be PMCS and BRCM. I am short PMCS and have been for awhile. Earnings estimates appear to me to have to come down. Need to give this one and BRCM lots of wiggle room because they will surely stop you out.
PMCS has a bunch a competition it looks like from this site.
cc.wsrn.com

With all the folks they supply (partners) showing weak sales I must think that they will too.
Site that shows their partners.
cc.wsrn.com

Any insight into PMCS and BRCM would be appreciated.
Joe
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