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

To: Bulldozer who wrote (2629)	7/28/1999 1:18:00 PM
From: fellow	Read Replies (2) \| Respond to of 3818

>>#1 - as more and more customers opt for ASSPs vs. ASICs, merchant chip makers like PMC should grow faster than the mkt. #2 - PMC's trek up the board. As PMC captures more real estate on the boards and moves past the Phy layer, they should also grow faster than the mkt. << On point #1: Can you please define ASSP. TechWeb's TechEncyclopedia has this: (Application Specific Standard Part) Another term for an ASIC chip. See also CSIC. Why the change? On Point #2: What functions are they moving into? Cheers- fellow