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


To: TideGlider who wrote (1823)6/20/1998 11:43:00 AM
From: Trader Dave  Respond to of 3818
 
Strange methods, but drake luvs cisco.

Drake if you love cisco, than pmcs is a solid core holding, since pmcs is a key cisco supplier having won cisco's supplier of the year award and provides key merchant semiconductors to cisco and every other important wide area communications product manufacturer.

From a "societal" standpoint, by creating standardized designs at lower prices and higher densities than the communications manufacturers could create on their own, pmcs is helping to enable to creation of more global bandwidth at continually declining costs per bit.

PMCS should keep growing at higher growth rates than cisco, since pmcs is a pure play on wan communications and pmcs continues to increase its footprint/design wins in the industry.

td