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: Nawien Sharma who wrote (3335)4/12/2000 11:58:00 PM
From: Thai Chung  Read Replies (1) | Respond to of 3818
 
I hope it's about time that SEC need to investigate the so called Whisper numbers's issue. It hurts the small investors big time. Should we all send an E-Mail to SEC. Thanks.



To: Nawien Sharma who wrote (3335)4/13/2000 1:37:00 AM
From: John F.  Read Replies (1) | Respond to of 3818
 
PMCS typically nails the numbers. Be surprised if they beat by a penny.

PMCS Track Record:

----------Est----Act---Surprise
Jun 98 -- .07 -- .07 -- zip
Sep 98 -- .07 -- .07 -- zilch
Dec 98 -- .08 -- .08 -- nada
Mar 99 -- .09 -- .09 -- squat

Jun 99 -- .10 -- .11 -- +.01
Sep 99 -- .12 -- .13 -- +.01
Dec 99 -- .14 -- .15 -- +.01
Mar 00 -- .16 -- ___

And take a look at the following distribution of analysts projections:

quicken.com

What does this tell you? Don't expect a surprise.
This company knows how to nail its numbers. The
consistency with which it delivers on its numbers
is why we and other astute investors own the stock.
IMO the only risk in this stock is market risk. If
we get a 2 cent surprise lookout above.