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


To: Trader Dave who wrote (2050)8/7/1998 10:50:00 AM
From: Bulldozer  Respond to of 3818
 
PMCS also supplies chips to Cisco's other non-ATM products including the 7500 Series family of routers (which Cisco recently announced includes a POSonet port adapter. Lets see PMCS's Spectra handles this POS.. hmmmm) Also RACs for Ascend etc. More than just ATM!

Bulldozer



To: Trader Dave who wrote (2050)8/7/1998 10:56:00 AM
From: w2j2  Read Replies (1) | Respond to of 3818
 
From the 10K March 1998:

The Company also sold $2,555,000 and $6,584,000 of products in 1997 and 1996, to
Cisco Systems, Inc. ("Cisco"), a company who's former officer is a director of
the Company. Outstanding accounts receivable from Cisco were $14,185 and
$1,929,000 as at December 31, 1997 and 1996 respectively.

1997 total pmcs revenues were 127,166,000.

From the most recent 10Q:

The Company has no long-term volume purchase commitments from any of its major
customers. The Company has only one customer that accounted for more than 10% of
its 1997 revenues, but depends on a limited number of customers for a major
portion of its revenues.

wj