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

To: SJS who wrote (72)11/7/2000 10:30:17 AM
From: LJM  Read Replies (2) | Respond to of 469
 
I e-mailed PMCS investor relations to solicit some guidance on all the analyst comments this morning re: CSCO raw material inventory.

The bigger and more specific question being >> are they aware of excess IC inventory in the csco channel as is being implied in the analyst reports this morning?

If so, what impact do they expect over the next 2 quarters, if any?

If I hear back anything enlightening, I will post.

ljm



To: SJS who wrote (72)11/7/2000 6:26:37 PM
From: Ibexx  Read Replies (1) | Respond to of 469
 
Just be reminded that ML upgraded PMCS's price target to $300 on October 13.

Talked up the stock to unload before the general public? - not out of character for this company.

Ibexx

PS: I added to my PMCS ($129) and BRCM ($178) positions today. Six months from now I would probably regret not having done enough.


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