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Technology Stocks : PMC-Sierra (PMCS)
PMCS 11.650.0%Jan 25 4:00 PM EST
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To: ricky who wrote (1978)7/22/1998 8:08:00 AM
From: ricky  Read Replies (1) of 3818
 
Trader Dave, I would like to add some additional comments to
an earlier post.

There are also many other issues to consider when changing
from one vendor to another. There are mechanical issues
such as packaging and component geometries. There are thermal
issues such as power dissipation. The components must have the
same functional capabilities and meet all timing requirements.
The list of items is extensive.

Most likely your comment on the design wins lasting the lifetime
of the product is accurate.

Competition becomes a problem on new designs where another vendor
has components that compete with PMC-Sierra. This causes the
vendor that had a monopoly to lower their prices.

Ricky
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