Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Billy Joe who wrote (2712)	9/17/1999 2:01:00 PM
From: Bulldozer	Read Replies (1) \| Respond to of 3818

Well Billy Joe, I can't really say what the exact nature of the portfolio is, but, I can say that we currently have a number of Comm IC stocks, some of whose threads I post on, and others in which we are currently accumulating so I have not said anything. We certainly do play outside this space as well. Select software companies, a certain digital wireless play, networking vendors (allright - CSCO - big surprise there), an investment in the future of home networking,and a few other companies. PMC has been a major position for two years - and will continue to be so for many years to come. BD