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To: adcpres who wrote (32494)10/11/2000 11:49:18 AM
From: dennis michael patterson  Read Replies (1) | Respond to of 42787
 
just back from class to sell the SUNW I picked up on limit orders. PMCS? Gotta believe it's all valuation. WHiff of panic in the air



To: adcpres who wrote (32494)10/11/2000 6:54:31 PM
From: dli  Respond to of 42787
 
GH,

I believe what we're seeing with PMCS is collateral damage from the XLNX and ALTR downgrades. 70% of their business is in communications chips. It also caused VTSS to break down. If PMCS is going to catch up with XLNX and ALTR in terms of valuation it will have much further to fall.

Dave