SI
SI
discoversearch

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: SJS who wrote (3053)1/19/2000 4:21:00 PM
From: Trader Dave  Read Replies (2) | Respond to of 3818
 
Taro,

We own AMCC and CNXT in the space as well. Less controversy in the space.

That said, valuations have gone up MUCH faster than internal execution, which is a tad nerve wracking, but most of these companies are in front of an acceleration in their business.

TD



To: SJS who wrote (3053)1/20/2000 6:21:00 PM
From: Taro  Respond to of 3818
 
agree, agree - and agree!! Charting AMCC is an enjoyment, owning this fawn of roses must smell good at any time. My most hearty congrats!


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News