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: Billy Joe who wrote (2467)	4/15/1999 6:32:00 PM
From: Bulldozer	Read Replies (3) of 3818

Billy Joe, only have a moment, but the call was incredible. 1. 350 design wins in the qtr. Last year was a blowout design win year and they had 950 the whole year. 2. 1999 will bring out double the new products than they did in 1998. 3. They have tripled the sales force to accomodate all the opportunities. 4. Spectra is flying off the shelf with LU and others, COMET is blowing everyone away including DS and Siemens, and they have over 30 design wins for the GE sets. One other thing to remember. This is a broadband infrastructure company. The growth of cable and DSL to the curb and business will highly accelerate their biz. Follow new IPOs like Covad and Rhythms - all their dslams in the COs are connected in the metro network by ATM networks - usually OC-3 - PMC's sweet spot. Sorry to be so bullish, but this company just has its act together. BD

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