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

To: Trader Dave who wrote (2950)	11/8/1999 11:51:00 AM
From: Taro	Read Replies (1) \| Respond to of 3818

TraderDave and BD, I liked your idea and checked the performance of PMCS and peers over the last year: AMCC/380%, PMCS/58%, VTSS/160% (Source: Techstock charts, 50 weeks) While agreeing that it may seem somewhat snotty to complain about 58% growth "only", above seems to be the reason for some recent complaints on our thread as for the growth when compared to other comparable vendors. Don't shoot me, I really am the messenger only. GALT by the way checks in at 200% for the same period, but can hardly be considered a peer. Assuming that 60-70% of the revenues are made in the FE/GE area, albeit at the higher end, I cannot but agree with your description using words as ugly with compressed product cycles and rapid commoditization - but again someone must serve this too, right? Having a lead at the higher end helps if well executed. BRCM serves the lower end of single chip FE and makes great PHYs for GE over copper competing with Intel/level One. GALT a decaying tier 3? Come on, TD and admit that you don't even really believe that propaganda bull. BRCM: The next INTC or GOD the Almighty or whatever... Your assessment, that the investment community does not (is too stupid to) understand the differences between LAN and WAN as well as it's implications seem to be far fetched. Where the attraction of WAN is the long term stability, LAN seems to be the place for the potentially explosive growth. Becoming the champion of both places was sans dout the reason for PMCS's stint into FE/GE. Will we see GALT entering WAN as well? Shorting GALT may indeed be a great idea, TD! What happened to the new GalNet III family to be announced in October? According to BRCM they are a decaying third tier only etc. And last but not least Dave, if you want to get rich on NASDAQ, trust your hunches, right? Over on the CY thread lobsters seem to be the big thing for a bet. I accept your bet, for GALT vs. PMCS over the next 52 weeks! If lobsters or whatever your preference. A delivery point needs to be specified, West Coast or Europe are both fine with me. Since May '99 I have spent a great deal of my time with AUDC/300%. Got in at 16 and still holding on to it. No PMCS or even GALT myopia for me, guys! I only regret, that I missed out on AMCC, recently the greatest champion of them all.