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

To: Bulldozer who wrote (1860)	7/6/1998 9:02:00 AM
From: Trader Dave	Read Replies (1) \| Respond to of 3818

And pmcs' physical layer market share on oc-12 (and above)is nearly 100% versus a meager 80% share at oc-3. gee whiz bulldozer, if you're gonna hype something, you gotta be complete with the hype factor! TD

To: Bulldozer who wrote (1860)	7/7/1998 2:26:00 AM
From: tech101	Respond to of 3818

pathfinder.com Wintel: The High Growth in Tech Lies Elsewhere As more of us hook into the Net, demand for special computer chips soars, and businesses you haven't heard of are already profiting. Richard A. Shaffer ..... In the past two years, PMC-Sierra, in Burnaby, British Columbia, has reinvented itself, abandoning a dwindling modem business to focus on networking circuitry. Good move. The company now dominates the market for integrated circuits that enable high-speed communications according to the so-called ATM and SONET standards, and it's working closely with such key equipment vendors as Lucent Technologies. Although revenues and profits have been flat recently, the company consistently earns more than 25 cents on every dollar of sales, more than double its former margins and five times the semiconductor-industry average. ....

To: Bulldozer who wrote (1860)	7/8/1998 11:35:00 AM
From: tech101	Read Replies (1) \| Respond to of 3818

The misconception that ATM is half dead/half live may have deterred some big players from entering the lucrative ATM PHY market, which has a very high threshold for initial investment. This situation has, ironically, kept PMCS's monopoly in that market. In reality, all the large telecommunications companies, Sprint's ION, Williams (WMB), Qwest, Level 3, ... are all deploying nation wide ATM networks like crazy. biz.yahoo.com Wednesday July 8, 10:25 am Eastern Time Company Press Release SOURCE: Williams Williams Unveils Cost-Effective Usage-Based Billing for ATM TULSA, Okla., July 8 /PRNewswire/ -- Williams Network has signed an agreement with Concentric Network to beta test Williams' Usage-Based ATM Service (ATM UB[SM]). ATM UB(SM) is a pricing structure that bills customers for actual usage sent across the ATM network. nwfusion.com SPRINT'S BIG NET GAMBLE By David Rohde Network World, 6/8/98 New York - Sprint Corp. last week threw its hat into the convergence ring, announcing a new network architecture that aggregates voice and data traffic into ATM cells at the customer premise and ships it end-to-end over broadband facilities. The new platform is called the Integrated On-Demand Network, or ION. The platform will potentially support any type of voice, data or video stream from users and ship it over leased digital subscriber lines or dedicated fiber access lines to Sprint ATM service nodes. Largely complete in the backbone but still a work in progress at the edge, ION resembles several new, heavily publicized carrier networks, but with one big difference: It's all ATM from the customer premises out, rather than presenting a native IP face to the wide area.