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: marvin smith who wrote (2069)	9/1/1998 4:09:00 PM
From: Billy Joe	Read Replies (2) of 3818

Went to the beach this PM. Nice day. I come back and we're up 3 pts. Yyyeeeeessss! I would be surprised if we don't still see a bit of dampened rollercoaster action in the price this week, but all's well at PMCS. Saw a rant on shorting PMCS on Yahoo because they don't have significant penetration/support of ATM Layer 3 capabilities. What's the board's view about the size of the Layer 3 ATM market, the ability of IgT solutions to be competitive, who the competitors are (would PMCS be competing with homegrown box vendor solutions?), what's PMCS' edge in the Layer 3 market(L1->L3 integration?, price?).... Just curious (I hope the Yahoo guy shorts away...(-;)

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