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: Bulldozer who wrote (1751)	6/2/1998 11:18:00 AM
From: Wizard	Read Replies (1) of 3818

I own some PMCS but I worry about their long-term margins. PMCS owns the ATM physical layer but is there an example of one semiconductor company in the world that has been able to sustain gross margins over 65%? XLNX and ALTR have kept low 60's% GM's. Also, any thoughts on why PMCS gets a discounted multiple relative to VTSS?

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next