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

To: hospitalman who wrote (45)	10/13/2000 5:59:50 PM
From: SJS	Respond to of 469

Ken, I agree. While I enjoyed reading that piece by Eric (which was well thought out and accurate to the degree I've researched....), I thought the same thing to myself. You bet on management to guide the ship in competitive waters, entering new markets and making headway towards the goal. There is no place safe without competition. EMC has IBM and SUN to deal with in the storage area. I guess I have hedged my bets by being an investor in multiple companies in this space: TXCC, AMCC and PMCS. I've added EXAR just recently. Judging by this weeks earnings annoucements for 3 of these (TXCC, AMCC and PMCS), they are all hitting the cover off the ball. Until they stop doing that, or something changes, I will continue with a blanket strategy that helps me cover all the bases at once. PMCS's report was astounding, as was the response of the stock today being up 32 points. Steve