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

To: Trader Dave who wrote (3435)	4/18/2000 7:31:00 PM
From: Harry Stein	Read Replies (1) \| Respond to of 3818

Thanks for the replies, I agree with all of you on its long term prospects. Just a little shell shocked after the past few weeks. I had bought RIMM in January at $70Cdn watched it go to 260Cdn and finally bailed at 110Cdn. Fortunately I got out in time. I had felt pretty good about RIMM as well and still do. They have a great product, maybe not the same barrier's and tech edge that PMCS has. I still think this market has a couple of ups and downs in it. Might be a good time to jump in and out several times, but then you risk watching the stock run away. I will be patient for a bit. A few choice words by Greenspan may provide opportunities to enter PMCS. TraderDave- the insanity I was referring to, is watching stocks like PMCS go from $111 to 158 in a day or JDU having at 50% spread in a day. Efficient market theory? Somehow I doubt the fundamentals for the company changed that much in several hours. Best of luck to all.

To: Trader Dave who wrote (3435)	4/18/2000 9:48:00 PM
From: yoda_3355	Read Replies (1) \| Respond to of 3818

Speaking of Broadcom...their outlook continues to improve across various markets outside the traditional Fast Ethernet/video-only STB markets that have dominated their top line since inception. 100% share of 10Mbps home networking, 100% share of GbE-over-copper, 60+% share of total Ethernet ports shipped, serious share (80%?) of DOCSIS-compliant cable modems...the list goes on. While in a separate networking segment from PMC, Broadcom's continual integration of new IP that no other competitor has is comparable to PMC's solutions emphasis in the core. Disclosure-Broadcom is my top holding, PMC is my fourth largest.