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

To: Trader Dave who wrote (1865)	7/7/1998 4:49:00 PM
From: ricky	Respond to of 3818

I guess we will have to wait until next Thursday. PMCS is a well managed company but I hope they make the acquisitions necessary to grow. There are a number of niche start ups with some very powerful components and I hope PMCS buys these companies before they become competition. I at least hope they know which ones have the products that are being used by the premier networking/telecom companies. Your post has some interesting comments. Thanks. Ricky

To: Trader Dave who wrote (1865)	7/7/1998 4:51:00 PM
From: Billy Joe	Read Replies (1) \| Respond to of 3818

TD, where do you get the "design win" data? (Didn't we have this discussion before?) And can you post qtr by qtr design win totals for the last 2-3 years? Also, design wins provides a general direction as to growth or contraction of the business, but there have to be alot of caveats: - is one new product design win just replacing an MD product design win - design doesn't guarantee manufacture - one hugely successful product (Ascend CBX500, NN 36170, Cisco whatever, ...) is better than 20-30 products gathering dust on the shelf - ... Obviously knowing the company and the product to which the design win applies would be the perfect scenario (-;

To: Trader Dave who wrote (1865)	7/7/1998 9:23:00 PM
From: hey now	Read Replies (1) \| Respond to of 3818

OFF TOPIC QUESTION I'll post this here too -- Hello, I work for an online media company that is planning on having an IPO in the near future. This company offered its early employees a choice between receiving a pay raise or stock options. Well, most people chose the options due to the fact that the raises were fairly unsubstantial. Now however, the company has decided to revoke half of all options given. This does not immediately affect me, but it does seem to follow a pattern that makes me leery of working for this company. My question is -- is this illegal, unethical, or simply less than nice? Thanks to anyone for their input, Geoff