PMC-Sierra (PMCS) Message Board

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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: Thomas Zoran who wrote (1964)	7/20/1998 8:43:00 AM
From: Bulldozer	Read Replies (1) of 3818

Its amazing how confident people get when they're right for the wrong reasons - and still think they know what they're talking about. Thomas, despite your childish taunts, nothing you previously posted had anything to do with PMCS's decline on Friday. Their gross margins were 75%+ - no sign of massive margin erosion here. And let me give you a little lesson in economics - prices drop (and PMC expects then to do so in the future) when volume goes up after full ramp, not down. PMC declined for very specific reasons - fast money that did not want to wait around for the benefits of increased R&D. There has been NO competitive pressure that has not always existed and if you knew anything about their business, you would know their prospects are greater than ever. I guess I forgot to add to my previous post that voluntary (actually not since their huge customers are asking them to design more products - nice problem to have) increases in R&D could also scare out short term mo investors. Save your dribble for some other thread or post something that we could actually have an intelligent discussion about. Bulldozer

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