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

To: Billy Joe who wrote (1885)7/9/1998 9:35:00 AM
From: Billy Joe  Read Replies (2) | Respond to of 3818
 
Ok...Here's our positions.

BD has .29-.30
TD has .32
Marv has .33

I'll revise upward, be optimistic for once in my life, and take .34.

Bulldozer earlier had indicated $40M rev and .29. I like the $40M+ number, but I think margins will hold and we can see .32 or greater (before any charges).

And weeeee'rrrrreee offf....



To: Billy Joe who wrote (1885)7/19/1998 6:26:00 PM
From: DownSouth  Respond to of 3818
 
RE: Quick response to "what happens if they MEET expectations only (.29)?" If so, I say the stock tests 36 again.

'scuse me for jumping in. I am recently long on PCMS. (Horrible timing, but I'm a buy and hold kinda guy.)

So, Billy Joe, with recent events, are we gonna test 36 this week?


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