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

To: tech101 who wrote (1940)7/17/1998 11:03:00 AM
From: ricky  Respond to of 3818
 
PMCS's decision to invest more in R&D is a positive for investors.
Their earnings in the past few years have been mostly from the
sale of their DS3, OC3 , DS1 and OC12 devices. There are other
companies that are starting to produce similar products causing
some pricing pressure.

Invest heavily in R&D and make the right acquisitions. This company
has a excellent future.

Ricky



To: tech101 who wrote (1940)7/20/1998 4:20:00 AM
From: tech101  Read Replies (1) | Respond to of 3818
 
I, like many other people on the PMCS thread of AOL, saw Kevin Landis Thirsday on CNBC after the earning announcement, saying positively about PMCS, and stating that PMCS is his largest holding.

Kevin Landis is the well known Technology Value Fund in Silicon Valley, and has been a big fan of PMCS for quite some time.


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