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To: GVTucker who wrote (139577)	7/18/2001 2:28:17 PM
From: Tarzan	Respond to of 186894

Anybody believe ABN's target of sub $20 beans here? Gotta believe that is quite a reach from here. I'm a buyer at $22 and below.

To: GVTucker who wrote (139577)	7/18/2001 2:31:44 PM
From: Stoctrash	Read Replies (1) \| Respond to of 186894

GV thanks....so a PS of 3-4 would not be unreasonable looking forward the next 3-12M, IMO .....which gives you a $14-18 approx price target ..yikes!!

To: GVTucker who wrote (139577)	7/18/2001 2:40:02 PM
From: Bob Kim	Read Replies (2) \| Respond to of 186894

GV, re: with the exception being the bubble era of '99-'00, when the P/S climbed as high as 16.4. From Osha on PMCS, 7/14/00: PMC is valued expensively to say the least, and at more than 200x this year's earnings and 67x revenue it's fair to ask whether buying the stock makes sense. We think it does -- PMC has nothing but open playing field in front of it at this point, and could plausibly be a $2 billion company by 2003. The $38 billion market cap is not unreasonable in that context. We are reiterating our intermediate-term and long-term Buy ratings -- our new target price is $300, or 50x 2001 revenue.