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

To: Kayaker who wrote (82)	11/9/2000 10:26:39 AM
From: SJS	Respond to of 469

Popular piece, huh? Seems to be everywhere....LOL. Here's something new. From CSFB on the AEA conference... ___________ Semiconductor Industry AEA Conference · We attended the annual American Electronics Association conference the first part of this week in San Diego. Though the newly implemented "FD" rules did have a slight dampening affect on the incremental news flow, the intimate setting of the conference always offers some good exposure to management teams. · Similar to the prevailing themes throughout the just finished September quarter reporting season, the overall tone of most of the device makers we visited was one of long-term optimism, tempered with a touch of near-term caution over PC and handset demand and inventory in the channel. · Most management teams did seem to have a heightened sense of sensitivity concerning all of the above topics, though most seemed to reaffirm guidance for at least the December quarter. · Though the stocks have obviously corrected over the last five months and already priced in much of the negative sentiment we speak of above, we believe that they will likely remain in a trading range until we see a reacceleration in fundamental end-market demand. We believe this trading range is predicated on two conflicting themes: (1) our stocks do not outperform in times of confusion nor in an environment where earnings estimates are not perceived to be increasing any more in the near-term; and (2) in speaking with many clients, we believe that there are a large number of funds with a large amount of money on the sidelines which needs to be put to use to redeem some of the under-performance experienced throughout the year. Steve

To: Kayaker who wrote (82)	11/9/2000 9:15:05 PM
From: t2	Read Replies (1) \| Respond to of 469

I don't think Dan Niles realizes the increasing complexity of what PMCS does. One has to listen to the H and Q forum of last week (might still be on their website). Gotta listen to VTSS and PMCS representatives. They paint a picture of increasing sales to their customers even if the customer itself is not even growing. The complexity is what is creating demand. VTSS indicated that sales to Lucent would increase a certain percentage even if Lucent is not grow its own business. I am still trying to figure that out. PMCS indicated that due to the complexity, the big customers will not be able to do what PMCS types can do and definately not nearly as the price. I think he mentioned that costs could be 1/10 at PMCS of what one of their customers would end up paying if they did it themselves. Lots of comments about engineers at PMCS etc... that can't be easily duplicated. Sorry that i don't remember the exact words but that is basically the idea. This is one incredible company and we are seeing incredible buying opportunities. I don't think Dan Niles is probably used to major transformations of industries. He is probably more of an expert in PC related products that experienced nothing like the changes in communications! A slowdown would probably lead to even great business for PMCS etc.. as the big customers start outsourcing more. I think Dan will be proved wrong in this sector even if he keeps his credibility in the PC space.

To: Kayaker who wrote (82)	11/13/2000 1:02:00 PM
From: Kayaker	Read Replies (1) \| Respond to of 469

Monday November 13, 7:37 am Eastern Time Press Release ADVISORY/PMC-Sierra Announces 2.5 Gigabit Per Second ATM Layer Solution for Broadband Multiservice Network Equipment (BUSINESS WIRE)--PMC-Sierra (Nasdaq:PMCS - news) today announced its OC-48c Asynchronous Transfer Mode (ATM) layer solution for broadband multiservice network equipment. PMC-Sierra's PM7325 S/UNI-ATLAS-3200 (ATM LAyer Solution) offers broadband service providers the ability to police, monitor and manage network traffic across multiservice core, edge, access and Metro-DWDM equipment. biz.yahoo.com PS. Welcome green in a sea of red today.