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

To: Billy Joe who wrote (2074)	9/1/1998 4:24:00 PM
From: Trader Dave	Read Replies (1) \| Respond to of 3818

Well IGT is at layer two, not layer three. The market for merchant semiconductor chips at layers two and three is just getting started. PMCS decided to increase their R&D spending since their customers want a broader range of products from them. I hate companies that see opportunity and invest for the future at the expense of 1% to 2% of short term earnings growth. Damn those guys! I'm sure Mr. Bulldozer will have lots more to say on the layer two market.... TD