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

To: Drake who wrote (440)	8/14/2002 12:00:59 PM
From: Taro	Read Replies (1) \| Respond to of 469

PMCS and price pressure due to superior products: PMCS, QED division with the 7000B CPU acquired with QED, was doing $40Mil worth of biz at CSCO previous FY. Now they are losing all that to BRCM (SyBase division), which offers their technically superb BCM 1250 dual Mips CPU as well as a very competitive single version of same device. Add to that the troubles with SandCraft´s offering, which plugs right into PMCS´s sockets and runs circles around their QED7000B. Why the price pressure? That´s what happens when trying to hang on to your sockets vs. technically superior competition... Taro