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.

Strategies & Market Trends : Guidance and Visibility -- Ignore unavailable to you. Want to Upgrade?

To: Frederick Langford who wrote (2994)	7/2/2001 2:55:46 PM
From: ChrisJP	Read Replies (1) \| Respond to of 208838

I'm still wondering who your illustrious leader is ! <g> Chris

To: Frederick Langford who wrote (2994)	7/2/2001 2:57:16 PM
From: keithcray	Read Replies (1) \| Respond to of 208838

Futures pop.

To: Frederick Langford who wrote (2994)	7/2/2001 2:59:49 PM
From: SusieQ1065	Read Replies (4) \| Respond to of 208838

He's probably on a beach with beach bunny...he likes those you know.. ;-)

To: Frederick Langford who wrote (2994)	7/4/2001 11:48:02 PM
From: 2MAR$	Read Replies (2) \| Respond to of 208838

PMCS ....here's some of PMC Sierra's financial data some can play analysts with. Revenue Cash Flow Inventory (in millions) 03/26/00 $114 $ 23 $ 9 06/25/00 $161 $ 54 $13 09/24/00 $198 $114 $32 12/31/00 $220 $182 $54 04/01/01 $119 $-21 $63 07/19/01* $ 93 ? ? Assuming an optimistic 15% growth rate, how many quarters would it take for PMC to get back to $220 million in revenues? answer - 7 quarters Float=164mil Market Cap $5Bil Shares short 8mil, minor % ( JNPR has 20mil) Bad enough that there's no place to go but up. Bunting maintains "buy" ratings on Broadcom (nasdaq: BRCM - news - people), AMCC, and PMC-Sierra. But he admits that the short-term outlook is pretty grim. "We're not going to see any meaningful recovery until the fourth quarter," he says. "The volatility with these stocks over the next six months is going to be staggering." ----> good ! But there are signs that a recovery is sprouting. Jeremey Donovan, analyst with Gartner Dataquest, says that business for so-called customer premise equipment like home cable and digital subscriber line modems is holding steady and may pick up by the fourth quarter. If that happens, increasing demands for bandwidth could spur new equipment purchases by cable companies, telecom providers and Internet service providers. We'll see how much more cable they can sell ...and if it picks up , while trying to watch those inventories. At $5bil cap PMCS sure doesn't need to go up much farther ...we should get some nice trading channels for a while . forbes.com