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To: Si_Detective who wrote (5092)1/25/2001 5:59:10 PM
From: Si_Detective  Respond to of 57684
 
Pmcs opened 25pt lower, ough...



To: Si_Detective who wrote (5092)1/25/2001 10:45:29 PM
From: Glenn D. Rudolph  Read Replies (2) | Respond to of 57684
 
BRCM -10pt AH due to PMCS outlook. PMCS still halted.

This appears to be accurate. I may be incorrect but my belief is PCMS and BRCM are competitors and both have Cisco has a customer. BRCM recently announced and was not too negative during the conference call yet PMCS was negative. What if anything could have possibly changed in the outlook for BRCM within just the last couple days?


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