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 (2179)	10/14/1998 10:10:00 AM
From: Billy Joe	Read Replies (1) of 3818

Based on last qtr's "game"/debacle, I've tempered my optimism. Broadband networking numbers appear strong across the board (see complaining). So much for analysis. I'll take .30. Start Complaining: In two years I haven't got a good view of how PMCS manages its order pipeline. If we could just get to the point where all of the networking box makers support a JIT manufacturing process, then we would have a better feel of how PMCS' product flows out the door and affects the bottom line. End Complaining. BTW, Look at Intel this AM, PMCS will get whacked for meeting estimates on increased R&D, and I'll buy more.

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