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


To: Mehitabel who wrote (3274)3/18/2000 5:13:00 PM
From: SJS  Read Replies (2) | Respond to of 3818
 
So who are they going to be?

It's getting to a point where it's very difficult to be the next PMC or (PMC rival) Broadcom. This is the consolidation I'm talking about. There will be no more than two or three bona fide broadband suppliers within the next three to five years.

PMCS? BRCM? AMCC? VTSS? TXCC? CNXT?

Steve