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: Jeff Call who wrote (2163)	10/9/1998 11:41:00 AM
From: Bobo	Read Replies (1) of 3818

It is very tough to say, VTSS is down over 10% at this point. It could be earnings related or anxiety over telco chip suppliers. I am a bit skeptical that the earnings are a problem since mgt was expressing confidence near the end of the period. Backlog erosion could be an issue though. Sorry, this was posted before I saw the Merill note. I guess it is a bit redundant.

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