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


To: FR1 who wrote (3281)3/20/2000 12:11:00 PM
From: Trader Dave  Respond to of 3818
 
Roughly 50% from TSMC and 50% from chartered (in singapore). If it gets into a shooting match, it would create a serious number of problems for PMCS and many others in the semi business.

I don't know if any diversification steps have been taken. By concentrating on a smaller number of relationships, PMCS is a more important customer. I for one would be MUCH happier with only 1/3 dependence on any given fab.

TD