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To: Nancy who wrote (9764)	5/28/1998 10:01:00 PM
From: AlienTech	Respond to of 120523

>>can you tell me more about PMCS why you like it ?<< Must be cause I like pain.. ouch.. But everyone's their customer, asnd, bay,csco,lu etc etc.. So they are actually starting to grow now since the networking infrastructure is starting to grow for the next generation of things like video. ATM seems to be the prefered transport for backbones still it seems. Why else woudl a semi with a P/E of 40 make new highs while the rest of the sector is cratering down under.. They also won a lot of design wins the last 2 months, amazing.. like more than the entire last year combined, seems the next few years are under wraps already.. Just dotn under stand this weakness though.. It should not have broken 42.