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

To: w2j2 who wrote (1713)	5/8/1998 7:26:00 AM
From: ricky	Respond to of 3818

Walter, I would buy more PMCS if the market overreacts to this news. This may be contributing to the weakness in the stock the last few day. Ricky

To: w2j2 who wrote (1713)	5/8/1998 7:56:00 AM
From: ricky	Read Replies (1) \| Respond to of 3818

Walter, Intel's networking products are primarily fast ethernet (100MBS) devices/cards. They are starting to become more interested in designing ATM components. There are many types of ATM components such as cell processors, framers , line interface devices etc.. The line cards are the heavy hitters in ATM switches and PMCS devices are populated on most if not all the switches. Intel does not (to my knowledge) have competing products with PMCS except for their ethernet devices. Intel should purchase PMCS if they are serious about entering this area. A $70 price would be reasonable although as a shareholder of PMCS I feel in the longer term PMCS would do better as an independent company. Ricky