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

To: Jon Cave who wrote (2047)8/7/1998 10:15:00 AM
From: Billy Joe  Respond to of 3818
 
Jon, Thanks! Good perspective on JIT manufacturing trend for networkers and impact on chip inventories. Again, affects the qtr-qtr views but not the PMCS trend.

Any other feedback here on the impact of Cisco on PMCS revs? We had this discussion awhile back and I seem to remember PMCS reports indicating that no one customer impacts PMCS rev stream by >10%. Is this still true with shifting relationships?



To: Jon Cave who wrote (2047)8/7/1998 10:34:00 AM
From: w2j2  Read Replies (1) | Respond to of 3818
 
I didn't realize PMCS was so Cisco-dependent. Don't they supply to Ascend, Fore, and ALL the ATM networkers? wj


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