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

To: Bulldozer who wrote (2622)7/26/1999 2:05:00 PM
From: Toby Zidle  Read Replies (1) | Respond to of 3818
 
Thanks for the informative post, Dozer.

RBOC CAP-EX CREEP CONTINUES

You had me wondering for a second which RBOC's former executive is the Creep (or is he just a ex-Creep?)

Now that the PMCS share price has closed the gap [remember what I said and what you replied?], let's get this stock moving in the right direction!

Have a good one...

Toby

P.S., Today's low (so far) has just about touched the 20-day exponential moving average, which was great support at the end of June, in addition to the closing of the gap. We should be showing great technical strength from here on out.



To: Bulldozer who wrote (2622)7/27/1999 11:41:00 PM
From: charliex  Read Replies (4) | Respond to of 3818
 
Bulldozer,

If cap-ex was to increase industry wide (i.e. RBOC). What do you think would be the effect on pmcs? Say they increase capex 5%. does that quantify a 5% increase for chipcos like pmcs? or will it be a multiplier effect? (i.e. 2X)

my biggest concern is the ability for chipcos to recruit the level of talent to pull of more complex designs. as many r aware, the learning curve is quite steep for anyone stepping in.

your thoughts?

cheers
charliex


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