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

To: Ibexx who wrote (57)	10/14/2000 6:48:04 PM
From: Catcher	Read Replies (1) \| Respond to of 469

no question, agree 100%...slowing growth is a result of maturing market for boxes, etc--for intc/msft/dell. bet is orcl/csco fare better with decreasing yoy growth due to growing market for their stuff. simply impossible for 500 billion company to keep growing sales at 80%. simply hoping this holds moreso for younger co's like jnpr, brcm. again it all hinges on need for co to stay in leading edge tech. higher pe's tolerated for slowing yoy % growth only if the co's tech remains cutting edge --jmho...didn't exactly work for orcl last q. anxious to see how csco fares in this regard btw good article in current red herring re potential for csco to acquire csco, scmr or bkhm to break more into optics. lot's of good articles in red herr