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Technology Stocks : PMC-Sierra (PMCS) -- Ignore unavailable to you. Want to Upgrade?

To: Thai Chung who wrote (2524)	6/10/1999 4:38:00 PM
From: Bulldozer	Read Replies (2) \| Respond to of 3818

Just finished reading the Vortex white paper on their web site and I have to say they make a very compelling argument for this architecture. Reduced cost, reduced chips, reduced software, much easier software upgrades, serial network interface (with protection switching) that reduces probability of a single point of failure, reduced overall complexity, reduced time to market. Am I missing something here? Can't say I see many arguments against it. Mr Wrong (oops-Wong - sorry David, but how many times can you make the wrong call on PMC? (editorial note - I respect david's intelligence and knowledge of the chip industry - its just that his stock picking is subject to question) from Needham says he likes it but the industry may still opt for a parallel bus like Transwitch delivers. Doubtful. Related - Bell Atlantic alone is looking to qualify 10 million dsl lines this year and purchase up to $200M worth of DLAMS for over 350 COs (good for Alcatel). As I've said before, this also produces considerable pressure on the uplink infrastructure via Sonet elements/rings and ATM switches. Oh yeah - pmc sells chips for those too! Sorry for the enthusiasm, but the story just keeps getting better. BD