Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: techanalyst1 who wrote (106)	11/28/2000 1:39:42 PM
From: SJS	Respond to of 469

No. What comes to mind is: They're considered the "last to know". So....you can decide with YOUR money who you believe. Let me know what valuation metric you consider to be reasonable for PMCS. I'd like to know what price the rough bottom is. Steve

To: techanalyst1 who wrote (106)	11/28/2000 1:48:47 PM
From: sam	Read Replies (1) \| Respond to of 469

Niles is wrong more than right, and routinely very late in his calls. Cept once when he downgraded Dell right on the money. He's been riding that success for a few years now. He's also a staunch Micron supporter and look how much that has gotten him. Thing is, he does move stocks (though I thought Arnab Chandra covered PMCS for LEH -- shows how much I know ;)). Anyway, I've been watching for days, looking to get back in, wondering why LEH was stopping every attempt at a run. Now I know. In addition, I also now know why LEH seems to be buying last 45 minutes. FWIW, I haven't bought back in yet.