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Technology Stocks : PMC-Sierra (PMCS)
PMCS 11.650.0%Jan 25 4:00 PM EST

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To: Trader Dave who wrote (1865)7/7/1998 4:51:00 PM
From: Billy Joe  Read Replies (1) of 3818
 
TD, where do you get the "design win" data?
(Didn't we have this discussion before?)

And can you post qtr by qtr design win totals for the last 2-3 years?

Also, design wins provides a general direction as to growth or contraction of the business, but there have to be alot of caveats:
- is one new product design win just replacing an MD product design win
- design doesn't guarantee manufacture
- one hugely successful product (Ascend CBX500, NN 36170, Cisco whatever, ...) is better than 20-30 products gathering dust on the shelf
- ...

Obviously knowing the company and the product to which the design win applies would be the perfect scenario (-;
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