PMC-Sierra (PMCS) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : PMC-Sierra (PMCS)

PMCS 11.65

0.0%

Jan 25 4:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Roadkill who wrote (1727)	5/26/1998 9:12:00 AM
From: Bulldozer	Read Replies (2) of 3818

MMCN competes with a very small portion of PMCS's business. There are three basic layers in the ATM architecture. The physical layer, the ATM layer and the switching layer. PMCS is dominant in the phy layer, a leader in the ATM layer and is now competing in the switch layer with its acquisition of IgT. If anything, MMCN now has to look over their shoulder and watch for PMCS more often. BTW, it is important to realize that although ATM is experiencing a nice renaissance, and is a very strong contributor to PMCS growth, it still only represents 40% of their business. PMCS is much more diversified than people realize - this allows them to win no matter which networking technology is 'hot'. Bulldozer

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next