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Strategies & Market Trends : Asia Forum -- Ignore unavailable to you. Want to Upgrade?


To: Michael Sphar who wrote (4205)6/5/1998 7:15:00 AM
From: MikeM54321  Read Replies (1) | Respond to of 9980
 
***Off Topic***

Michael,
PMC-Sierra, I meant. Thanks for the correction. I follow the price everyday, but still call it what I had known it as three years ago. It's a habit.

Anyway, it is hard to exactly figure out where the products (semis) go that PMCS(PMC Sierra) makes? It seems the majority of them go into the switching and routing equipment. I remember really attempting to find out exactly where their products go, but ran into a road block. I can't remember why? Seems like I could have just called the company. Maybe it was the product mix that was confusing? Anyway do you happen to know if the majority of their products going into switching/routing equipment?

By the way, for the investors here on this board (I'm assuming most), the networkers building out the infrastructure here in the US, may be less effected by problems in Asia. After a 3 year wait, I'm finally beginning to believe it is very close to time to purchase them(IMVHO). With Asia news temporarily battering them, may make good buying opportunity.

Thanks,
MikeM(From Florida)