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Technology Stocks : PMC-Sierra (PMCS)

PMCS 11.65

0.0%

Jan 25 4:00 PM EST

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To: Trader Dave who wrote (1813)	6/16/1998 11:47:00 AM
From: Billy Joe	Read Replies (1) of 3818

IF* ATM chip market in 1998 is $199M... AND PMCS has 70% of ATM chip market... THEN 1998 PMCS revenue may look like (strictly back of envelope): $140M - Networking: ATM Related $65M - Networking: Non-ATM related $20M - User Interface -------------------------------------- $225M Total (1998) vs. $127.2M (1997) I extrapolated from 1Q98 results to the above. ~75% growth rate (year-year) Presumes: 1 - Networking:ATM is 40% of total Networking Revenue. 2 - $199M ATM chip market is fully addressed by PMCS (all aspects) and 70% PMCS market share is overall (Big stretch!?) 3 - Networking:Non-ATM revenue is flat qtr-qtr based on assumption #1. 4 - User Interface revenue will deteriorate slowly through the year (big presumption! $6M in 1Q, $20M yr!?) Now if we take the above back of the envelope estimate and revise the $199M market estimate upwards...

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