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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here -- Ignore unavailable to you. Want to Upgrade?


To: Charles R who wrote (5123)9/7/1999 8:15:00 AM
From: MikeM54321  Read Replies (3) | Respond to of 12823
 
The integrated chipsets PMCS is making are being purchased by major companies in the communications business. Lucent Technologies and Cisco Systems each accounted for more than 10% of PMC-Sierra's 1998 revenue, which totalled $161.8-million.

Chuck,
I found the little blurb above that is about PMCS's customers. It certainly sounds like the CSCO/IBM annoucnment should have caused problems for PMCS, but I was wrong. I keep waiting for the slew of articles to come out bashing the slew of smaller networking chip designers, but apparently it hasn't happened yet. Kind of strange. Sure must be a hot market when IBM and INTC can step in and not cause any waves.
MikeM(From Florida)



To: Charles R who wrote (5123)9/7/1999 3:37:00 PM
From: MikeM54321  Read Replies (2) | Respond to of 12823
 
Re: ADCT Opinions

" Unfortunately for Level One, ADC may not be the right player to bet on for this technology..."

Chuck,
Can you add some color to your statement. ADCT has looked quite interesting to me. And I would appreciate some negative opinions.
Thanks,
MikeM(From Florida)