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Technology Stocks : PMC-Sierra (PMCS)
PMCS 11.650.0%Jan 25 3:00 PM EDT

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To: Jay King who wrote (3812)12/10/2002 6:09:38 PM
From: semi2000   of 3818
 
Re post:

"Bailey: This is a lot to take on. We’re fully engaged in this. We’ve re-engineered the company. That’s what it’s going to take to come out stronger. We seeing an implosion in the ASIC market and an increase in R&D tooling for home entertainment, gateways, 802.11 and 3G. The big question now is what will be the next big driver of silicon consumption."

what does he mean by implosion in ASIC market? can anyone elaborate. Is this the FPGA vs ASIC fight Cary and others talk about?

thanks
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