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

To: Tech Bull who wrote (3116)2/9/2000 6:03:00 PM
From: Trader Dave  Read Replies (1) | Respond to of 3818
 
PMCS isn't for sale, thank goodness.

I wouldn't want to own BRCM longer term. Too much customer concentration and the product cycles they sell into make an 18 year old's loss of virginity seem like a long time.

I'll stick with PMCS's 48 month product cycles thank you.



To: Tech Bull who wrote (3116)2/9/2000 7:33:00 PM
From: hospitalman  Respond to of 3818
 
It seems to me a purchase of pmcs by brcm would be difficult given that brcm's market cap is only about $36B compared to pmcs's of about $18B.
Ken


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