PMC-Sierra (PMCS) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : PMC-Sierra (PMCS)

PMCS 11.65

0.0%

Jan 25 4:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Bulldozer who wrote (2251)	11/22/1998 10:53:00 PM
From: P314159d	Read Replies (1) of 3818

I like PMCS too, but they will have competition in several areas in the next few quarters. Level one and Dallas have aggressive Digital/Analog T1/E1 combos coming out. Transwitch has a solid ATM portfolio and many '98 design wins. So there are plenty of battles to fight going forward. >> In addition, LU is NOT in the merchant business. For chips? Maybe yesterday but not tomorrow. LU wants everything in the equipment business that can generate good margin. Check out the ADSL world: Utopia, Wildwire, etc. all Lucent. Even CPQ went for that sol'n in the ADSL modem. Going forward you must keep an eye on LU, just like INTC and MSFT in the PC biz. As an example, what happened to high flying Cirrus in PC world. INTC eliminated their need.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next