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


To: Bulldozer who wrote (1751)6/2/1998 11:18:00 AM
From: Wizard  Read Replies (1) | Respond to of 3818
 
I own some PMCS but I worry about their long-term margins. PMCS owns the ATM physical layer but is there an example of one semiconductor company in the world that has been able to sustain gross margins over 65%? XLNX and ALTR have kept low 60's% GM's.

Also, any thoughts on why PMCS gets a discounted multiple relative to VTSS?