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

To: Eric L who wrote (36)	10/12/2000 8:06:13 PM
From: Eric L	Read Replies (1) \| Respond to of 469

<< RadioWallStreet.com Talks PMC-Sierra Earnings With Robertson Stephens Analyst Arun X. Veerappan >> I just listened. Very upbeat. Some of his comments: >> Earnings: Tremendous! grew 32% sequentially ... strip acquisitions 30% ... Cisco like acquisition strategy. Going forward ... secular uptrend for telecom portion of semiconducters ... positioned nicely at core of network ... gross margins highest in industry. They have 80+ products with good balance and good product introductions, none over 10%. Good model. Pure play in comm IC ... One of most focused but broadest product portfolios. Strong fundamentals (both PMCC & AMCC). Capacity constraints for both. 75% gross margins. Strong Buy (as always). Good way to marry growth rate of Internet with high margins of comm IC. << - Eric -