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

To: Jean M. Gauthier who wrote (3251)	3/15/2000 12:34:00 PM
From: hospitalman	Respond to of 3818

Jean Remember, you bought stock in a great company with a spectacular future. I remember watching my intel a year or so ago as it lost about 40% of it's value, I bought more all the way down and was rewarded later. The fundamentals for pmcs haven't changed, their revenues will still skyrocket, buyers will come back, you will not go bankrupt. There--feel better? Ken

To: Jean M. Gauthier who wrote (3251)	3/15/2000 12:35:00 PM
From: hey now	Respond to of 3818

Jean check back in a month. I don't think there is much of any news except all of the shorts who have gotten punished in this stock over the last six months are trying to swing the momentum downward. Also all the momentum people like to move in and out of sectors -- today they're all scared silly.

To: Jean M. Gauthier who wrote (3251)	3/15/2000 2:04:00 PM
From: Jeff Call	Respond to of 3818

In down markets PMCS tends to correct 30% (BTW 180 would be a 30% correction), then one day you'll see it UP 10 - 15%, and then you'll see it take out its old high. My timing wasn't any better than yours as I bought 100 PMCS at 250 on Monday, and then yesterday paid $6,400 for some August 210 Calls. Today those same calls are selling for $3,900. Ouch! We'll see it come back, the Dow is up and so are bonds. Money is rotating out of the high flyers and into "safer" investments. It won't stay there for long....

To: Jean M. Gauthier who wrote (3251)	3/15/2000 6:34:00 PM
From: Nevin S.	Read Replies (1) \| Respond to of 3818

Headline News - Wednesday 2:30 EST AP newswire: Baby thrown out with bath water. Parents didn't notice junior was missing for three days. Mrs. Doe remarked, "well we tossed the bath water out on Tuesday, but didn't notice that he was gone until Friday". Mr. Doe added, "Yeah, I know it sounds kind of stupid but we threw the little bugger out with his dirty bath water." Coincidentally, this same scenario was repeated in city after city all across the U. S. this week. Experts are at a loss to explain exactly why this is happening. One psychologist, Dr. Martin Hipplestein, noted that, "As people's lives become more complicated they have a tendency to overlook some things while obsessing over others. Tossing one's baby out with the bath water becomes inevitable in this environment."

To: Jean M. Gauthier who wrote (3251)	3/15/2000 6:51:00 PM
From: John Farrell	Read Replies (1) \| Respond to of 3818

No news, but this "loss" is just returning to a level that up until February 25th was an all-time high in PMCS, that's not even 3 weeks ago. Yes, the day hurt, as has the week so far. It might not get any better until after triple witching this Friday. By earnings the third week of April, I believe that PMCS will be higher than on this past Friday. -John

To: Jean M. Gauthier who wrote (3251)	3/15/2000 8:33:00 PM
From: Delfino R Zavala	Read Replies (1) \| Respond to of 3818

Jean Its times like this you tell yourself, "I shoulda sold". In a short time, IMHO, your portfolio will be worth more than before. It has happened to me many times in the last couple of years. Its tough and gut wrenching to hold tight, but the market has always come back to even higher levels. Hang in there!! Del Z

To: Jean M. Gauthier who wrote (3251)	3/15/2000 9:47:00 PM
From: ivernia	Read Replies (1) \| Respond to of 3818

Jean -- I did the same thing with NTAP first thing this morning!! Initially very upsetting - took some advice, went out to lunch, and stayed away from the market the rest of the day. As all us LTB&H PMCS and NTAP know, these terrific companies will be straining at the leash to head back up as soon as Naz turns in that direction. Keep your spirits up - all will be well. Ivernia

To: Jean M. Gauthier who wrote (3251)	3/16/2000 2:04:00 PM
From: Abner2	Read Replies (1) \| Respond to of 3818

Jean. Take the day off and go have a nice lunch with a good friend and a good bottle of wine and talk about something other than the market. Your PMCS will do just fine. The company has a great product line, great customer set, design wins out the wahzoo, an impeccable corporate reputation, and is selling into a white hot market for the next several years. Also, as mentioned by someone else, solid backers such as Roger McNamee, Kevin Landis, and our own BD. I bought my PMCS in October 1998 and have been through "baby seal clubbings" episodes where a 30% or so haircut was administered. It is happening now and will happen again. It is the market. Prosperous investing to all. Cheers, Abbie