SI
SI
discoversearch

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 : JDS Uniphase (JDSU) -- Ignore unavailable to you. Want to Upgrade?

To: t2 who wrote (17174)1/25/2001 9:00:29 PM
From: zbyslaw owczarczyk  Respond to of 24042
 
BRCM said that it will grow 20% Q/Q.CSCO has already indicated
in November that it will reduced inventory so PMCS is filling
it right now.
As I said with VTSS,BRCM and AMCC growing 15-20% sequentially
it must be PMCS specific.

ZO



To: t2 who wrote (17174)1/25/2001 9:07:13 PM
From: Kayaker  Read Replies (1) | Respond to of 24042
 
Could there be serious competitive pressures being faced by PMCS.

Not according to the conference call.


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News